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PSI Advisors’s Donaldson DCI Stock Holding History

PSI 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
2025
Q2 		– Sell
-2
Closed -$134 – 229
2025
Q1 		$134 Hold
2
– – ﹤0.01% 721
2024
Q4 		$135 Hold
2
– – ﹤0.01% 852
2024
Q3 		$147 Hold
2
– – ﹤0.01% 855
2024
Q2 		$143 Hold
2
– – ﹤0.01% 833
2024
Q1 		$149 Hold
2
– – ﹤0.01% 770
2023
Q4 		$131 Hold
2
– – ﹤0.01% 837
2023
Q3 		$119 Hold
2
– – ﹤0.01% 826
2023
Q2 		$125 Hold
2
– – ﹤0.01% 812
2023
Q1 		$131 Hold
2
– – ﹤0.01% 763
2022
Q4 		$118 Hold
2
– – ﹤0.01% 751
2022
Q3 		$0 Buy
+2
New +$104 ﹤0.01% 778
2022
Q2 		– Sell
-2
Closed – – 784
2022
Q1 		$0 Hold
2
– – ﹤0.01% 734
2021
Q4 		$0 Buy
+2
New +$118 ﹤0.01% 773

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Kayne Anderson Rudnick Investment Management
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PSI Advisors's DCI Position: Q2 2025 in Review

PSI Advisors sold out of Donaldson (DCI) in Q2 2025, closing a stake of 2 shares — an estimated $134 sold.

PSI Advisors first reported a position in DCI in Q4 2021 and held it in 13 quarters. The position peaked at $149 in Q1 2024. 527 funds tracked by Wall St. Rank hold DCI as of Q2 2025.

  • PSI Advisors reported no remaining Donaldson position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 2 Donaldson shares in Q2 2025, an estimated $134.
  • PSI Advisors first reported a position in Donaldson in Q4 2021 and held it in 13 quarters.
  • PSI Advisors's Donaldson position peaked at $149 in Q1 2024.
  • 527 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.