PrairieView Partners’s Donaldson DCI Stock Holding History

PrairieView Partners’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 Q2	$332K	Hold	4,800	–	–	0.03%	104
2025 Q1	$321K	Hold	4,800	–	–	0.03%	106
2024 Q4	$323K	Hold	4,800	–	–	0.03%	103
2024 Q3	$353K	Hold	4,800	–	–	0.04%	100
2024 Q2	$343K	Hold	4,800	–	–	0.04%	108
2024 Q1	$359K	Hold	4,800	–	–	0.04%	91
2023 Q4	$314K	Sell	4,800 -753	-14%	-$45.9K	0.04%	92
2023 Q3	$331K	Hold	5,553	–	–	0.04%	84
2023 Q2	$347K	Buy	5,553 +4,800	+637%	+$300K	0.05%	88
2023 Q1	$49K	Hold	753	–	–	0.01%	185
2022 Q4	$44K	Hold	753	–	–	0.01%	200
2022 Q3	$37K	Hold	753	–	–	0.01%	198
2022 Q2	$36K	Hold	753	–	–	0.01%	218
2022 Q1	$39K	Hold	753	–	–	0.01%	225
2021 Q4	$45K	Hold	753	–	–	0.01%	219
2021 Q3	$43K	Hold	753	–	–	0.01%	180
2021 Q2	$48K	Hold	753	–	–	0.01%	169
2021 Q1	$44K	Hold	753	–	–	0.01%	176
2020 Q4	$42K	Hold	753	–	–	0.01%	169
2020 Q3	$35K	Hold	753	–	–	0.01%	168
2020 Q2	$35K	Hold	753	–	–	0.01%	161
2020 Q1	$29K	Buy	+753	New	+$36.8K	0.01%	163

Other funds holding DCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BTW

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PrairieView Partners's DCI Position: Q2 2025 in Review

PrairieView Partners held its Donaldson (DCI) position steady in Q2 2025 at 4,800 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #104.

PrairieView Partners first reported a position in DCI in Q1 2020 and has held it in 22 quarters since. The position peaked at $359K in Q1 2024. 527 funds tracked by Wall St. Rank hold DCI as of Q2 2025.

PrairieView Partners held 4,800 shares of Donaldson worth $332K as of Q2 2025.
PrairieView Partners left its Donaldson share count unchanged in Q2 2025.
Donaldson made up 0.03% of PrairieView Partners's portfolio in Q2 2025, its #104 holding.
PrairieView Partners first reported a position in Donaldson in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's Donaldson position peaked at $359K in Q1 2024.
527 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.