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Plimoth Trust’s Donaldson DCI Stock Holding History

Plimoth Trust’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 		$269K Hold
3,000
– – 0.05% 160
2026
Q1 		$255K Hold
3,000
– – 0.06% 162
2025
Q4 		$266K Hold
3,000
– – 0.06% 156
2025
Q3 		$246K Hold
3,000
– – 0.06% 162
2025
Q2 		$208K Hold
3,000
– – 0.05% 163
2025
Q1 		$201K Buy
+3,000
New +$208K 0.05% 159

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
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

Plimoth Trust's DCI Position: Q2 2026 in Review

Plimoth Trust held its Donaldson (DCI) position steady in Q2 2026 at 3,000 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #160.

Plimoth Trust first reported a position in DCI in Q1 2025 and has held it in 6 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Plimoth Trust held 3,000 shares of Donaldson worth $269K as of Q2 2026.
  • Plimoth Trust left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up 0.05% of Plimoth Trust's portfolio in Q2 2026, its #160 holding.
  • Plimoth Trust first reported a position in Donaldson in Q1 2025 and has held it in 6 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.