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Riverwater Partners’s Donaldson DCI Stock Holding History

Riverwater 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
2026
Q2 		$277K Buy
3,083
+15
+0.5% +$1.29K 0.08% 184
2026
Q1 		$260K Sell
3,068
-1,845
-38% -$178K 0.09% 185
2025
Q4 		$436K Hold
4,913
– – 0.17% 135
2025
Q3 		$402K Buy
4,913
+7
+0.1% +$528 0.17% 141
2025
Q2 		$340K Sell
4,906
-68
-1% -$4.57K 0.16% 151
2025
Q1 		$334K Buy
4,974
+460
+10% +$31.8K 0.17% 138
2024
Q4 		$304K Buy
4,514
+761
+20% +$56.1K 0.15% 168
2024
Q3 		$276K Sell
3,753
-45
-1% -$3.25K 0.14% 173
2024
Q2 		$272K Sell
3,798
-240
-6% -$17.6K 0.2% 150
2024
Q1 		$302K Hold
4,038
– – 0.22% 146
2023
Q4 		$264K Hold
4,038
– – 0.21% 158
2023
Q3 		$241K Sell
4,038
-505
-11% -$31.3K 0.22% 161
2023
Q2 		$284K Sell
4,543
-643
-12% -$40.2K 0.25% 135
2023
Q1 		$339K Buy
5,186
+45
+0.9% +$2.83K 0.31% 99
2022
Q4 		$303K Buy
5,141
+666
+15% +$38.1K 0.26% 126
2022
Q3 		$219K Sell
4,475
-160
-3% -$8.35K 0.22% 160
2022
Q2 		$223K Buy
+4,635
New +$233K 0.22% 166

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

Riverwater Partners's DCI Position: Q2 2026 in Review

Riverwater Partners increased its Donaldson (DCI) stake by 0.49% in Q2 2026, buying an estimated $1.29K and bringing the position to 3,083 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #184.

Riverwater Partners first reported a position in DCI in Q2 2022 and has held it in 17 quarters since. The position peaked at $436K in Q4 2025. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Riverwater Partners held 3,083 shares of Donaldson worth $277K as of Q2 2026.
  • Riverwater Partners bought 15 Donaldson shares in Q2 2026, an estimated $1.29K.
  • Donaldson made up 0.08% of Riverwater Partners's portfolio in Q2 2026, its #184 holding.
  • Riverwater Partners first reported a position in Donaldson in Q2 2022 and has held it in 17 quarters since.
  • Riverwater Partners's Donaldson position peaked at $436K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.