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Ritholtz Wealth Management’s Donaldson DCI Stock Holding History

Ritholtz Wealth Management’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 		$914K Buy
10,177
+1,427
+16% +$123K 0.01% 649
2026
Q1 		$743K Buy
8,750
+6,106
+231% +$590K 0.01% 647
2025
Q4 		$234K Buy
+2,644
New +$230K ﹤0.01% 1009
2023
Q2 		– Sell
-4,024
Closed -$263K – 676
2023
Q1 		$263K Buy
+4,024
New +$253K 0.01% 546

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

Ritholtz Wealth Management's DCI Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Donaldson (DCI) stake by 16% in Q2 2026, buying an estimated $123K and bringing the position to 10,177 shares worth $914K. The position accounts for 0.01% of the portfolio, ranked #649.

Ritholtz Wealth Management first reported a position in DCI in Q1 2023 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Ritholtz Wealth Management held 10,177 shares of Donaldson worth $914K as of Q2 2026.
  • Ritholtz Wealth Management bought 1,427 Donaldson shares in Q2 2026, an estimated $123K.
  • Donaldson made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #649 holding.
  • Ritholtz Wealth Management first reported a position in Donaldson in Q1 2023 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.