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Plante Moran Financial Advisors’s Donaldson DCI Stock Holding History

Plante Moran Financial Advisors’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 		$269 Buy
+3
New +$258 ﹤0.01% 1345
2020
Q4 		– Sell
-2,200
Closed -$102K – 904
2020
Q3 		$102K Hold
2,200
– – 0.04% 234
2020
Q2 		$102K Hold
2,200
– – 0.04% 205
2020
Q1 		$85K Buy
+2,200
New +$108K 0.04% 205
2019
Q4 		– Sell
-209
Closed -$11K – 782
2019
Q3 		$11K Buy
+209
New +$10.3K ﹤0.01% 572

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Plante Moran Financial Advisors's DCI Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Donaldson (DCI) in Q2 2026: 3 shares worth $269. The stake represents ﹤0.01% of the portfolio and ranks #1345 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in DCI as recently as Q3 2020.

Plante Moran Financial Advisors first reported a position in DCI in Q3 2019 and has held it in 5 quarters since. The position peaked at $102K in Q3 2020. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Plante Moran Financial Advisors held 3 shares of Donaldson worth $269 as of Q2 2026.
  • Donaldson was a new Plante Moran Financial Advisors position in Q2 2026.
  • Donaldson made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1345 holding.
  • Plante Moran Financial Advisors first reported a position in Donaldson in Q3 2019 and has held it in 5 quarters since.
  • Plante Moran Financial Advisors's Donaldson position peaked at $102K in Q3 2020.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.