RIL
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Rothschild Investment LLC’s Donaldson DCI Stock Holding History

Rothschild Investment LLC’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 		$4.35K Sell
48
-15
-24% -$1.29K ﹤0.01% 2366
2026
Q1 		$5.38K Hold
63
– – ﹤0.01% 2015
2025
Q4 		$5.63K Buy
63
+23
+58% +$2K ﹤0.01% 1825
2025
Q3 		$3.27K Buy
40
+20
+100% +$1.51K ﹤0.01% 1930
2025
Q2 		$1.39K Buy
+20
New +$1.34K ﹤0.01% 2280

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Rothschild Investment LLC's DCI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Donaldson (DCI) stake by 24% in Q2 2026, selling an estimated $1.29K and leaving 48 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Rothschild Investment LLC first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.63K in Q4 2025. 322 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Rothschild Investment LLC held 48 shares of Donaldson worth $4.35K as of Q2 2026.
  • Rothschild Investment LLC sold 15 Donaldson shares in Q2 2026, an estimated $1.29K.
  • Donaldson made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2366 holding.
  • Rothschild Investment LLC first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Donaldson position peaked at $5.63K in Q4 2025.
  • 322 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.