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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
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

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

Root Financial Partners's DCI Position: Q1 2026 in Review

Root Financial Partners increased its Donaldson (DCI) stake by 7% in Q1 2026, buying an estimated $9.56K and bringing the position to 1,516 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #469.

Root Financial Partners first reported a position in DCI in Q3 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Root Financial Partners held 1,516 shares of Donaldson worth $129K as of Q1 2026.
  • Root Financial Partners bought 99 Donaldson shares in Q1 2026, an estimated $9.56K.
  • Donaldson made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #469 holding.
  • Root Financial Partners first reported a position in Donaldson in Q3 2025 and has held it in 3 quarters since.
  • 608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.