PharVision Advisers’s Donaldson DCI Stock Holding History

PharVision Advisers’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,100	Closed	-$284K	–	688
2025 Q2	$284K	Buy	+4,100	New	+$276K	0.41%	92

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

PharVision Advisers's DCI Position: Q3 2025 in Review

PharVision Advisers sold out of Donaldson (DCI) in Q3 2025, closing a stake of 4,100 shares — an estimated $284K sold.

PharVision Advisers first reported a position in DCI in Q2 2025 and held it in 1 quarter. The position peaked at $284K in Q2 2025. 562 funds tracked by Wall St. Rank hold DCI as of Q3 2025.

PharVision Advisers reported no remaining Donaldson position as of Q3 2025 after selling out during the quarter.
PharVision Advisers sold 4,100 Donaldson shares in Q3 2025, an estimated $284K.
PharVision Advisers first reported a position in Donaldson in Q2 2025 and held it in 1 quarter.
PharVision Advisers's Donaldson position peaked at $284K in Q2 2025.
562 funds tracked by Wall St. Rank held Donaldson as of Q3 2025.

Based on PharVision Advisers's 13F filing for Q3 2025, filed 17 Nov 2025.