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Root Financial Partners’s Donaldson DCI Stock Holding History

Root Financial 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 		– Sell
-1,516
Closed -$129K – 1091
2026
Q1 		$129K Buy
1,516
+99
+7% +$9.56K 0.01% 469
2025
Q4 		$126K Buy
1,417
+84
+6% +$7.29K 0.01% 394
2025
Q3 		$109K Buy
+1,333
New +$101K 0.01% 424

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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

Root Financial Partners's DCI Position: Q2 2026 in Review

Root Financial Partners sold out of Donaldson (DCI) in Q2 2026, closing a stake of 1,516 shares — an estimated $129K sold.

Root Financial Partners first reported a position in DCI in Q3 2025 and held it in 3 quarters. The position peaked at $129K in Q1 2026. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Root Financial Partners reported no remaining Donaldson position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,516 Donaldson shares in Q2 2026, an estimated $129K.
  • Root Financial Partners first reported a position in Donaldson in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Donaldson position peaked at $129K in Q1 2026.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.