PineStone Asset Management’s Donaldson DCI Stock Holding History

PineStone Asset Management’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
2026 Q2	$748K	Sell	8,328 -5,900	-41%	-$507K	﹤0.01%	39
2026 Q1	$1.21M	Sell	14,228 -125,133	-90%	-$12.1M	0.01%	37
2025 Q4	$12.4M	Sell	139,361 -11,500	-8%	-$999K	0.08%	33
2025 Q3	$12.3M	Hold	150,861	–	–	0.08%	34
2025 Q2	$10.5M	Sell	150,861 -24,600	-14%	-$1.65M	0.07%	37
2025 Q1	$11.8M	Sell	175,461 -21,600	-11%	-$1.49M	0.09%	33
2024 Q4	$13.3M	Hold	197,061	–	–	0.12%	33
2024 Q3	$14.5M	Buy	197,061 +17,000	+9%	+$1.23M	0.14%	33
2024 Q2	$12.9M	Sell	180,061 -4,739	-3%	-$348K	0.14%	32
2024 Q1	$13.8M	Buy	184,800 +7,400	+4%	+$503K	0.22%	33
2023 Q4	$11.6M	Buy	177,400 +31,000	+21%	+$1.89M	0.12%	33
2023 Q3	$8.73M	Buy	+146,400	New	+$9.06M	0.13%	36

Other funds holding DCI

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MPIA

Mountain Pacific Investment Advisers Boise, Idaho $635M AUM 26.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PineStone Asset Management's DCI Position: Q2 2026 in Review

PineStone Asset Management reduced its Donaldson (DCI) stake by 41% in Q2 2026, selling an estimated $507K and leaving 8,328 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #39.

PineStone Asset Management first reported a position in DCI in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.5M in Q3 2024. 202 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

PineStone Asset Management held 8,328 shares of Donaldson worth $748K as of Q2 2026.
PineStone Asset Management sold 5,900 Donaldson shares in Q2 2026, an estimated $507K.
Donaldson made up ﹤0.01% of PineStone Asset Management's portfolio in Q2 2026, its #39 holding.
PineStone Asset Management first reported a position in Donaldson in Q3 2023 and has held it in 12 quarters since.
PineStone Asset Management's Donaldson position peaked at $14.5M in Q3 2024.
202 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on PineStone Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.