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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ritholtz Wealth Management's DCI Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Donaldson (DCI) stake by 231% in Q1 2026, buying an estimated $590K and bringing the position to 8,750 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #647.

Ritholtz Wealth Management first reported a position in DCI in Q1 2023 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Ritholtz Wealth Management held 8,750 shares of Donaldson worth $743K as of Q1 2026.
  • Ritholtz Wealth Management bought 6,106 Donaldson shares in Q1 2026, an estimated $590K.
  • Donaldson made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #647 holding.
  • Ritholtz Wealth Management first reported a position in Donaldson in Q1 2023 and has held it in 3 quarters since.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.