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Planning Strategies’s Donaldson DCI Stock Holding History

Planning Strategies’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 		$628 Buy
+7
New +$602 ﹤0.01% 818

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Planning Strategies's DCI Position: Q2 2026 in Review

Planning Strategies opened a new position in Donaldson (DCI) in Q2 2026: 7 shares worth $628. The stake represents ﹤0.01% of the portfolio and ranks #818 among its holdings.

600 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Planning Strategies held 7 shares of Donaldson worth $628 as of Q2 2026.
  • Donaldson was a new Planning Strategies position in Q2 2026.
  • Donaldson made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #818 holding.
  • 600 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.