SageView Advisory Group’s Donaldson DCI Stock Holding History

SageView Advisory Group’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	–	Sell	-229	Closed	-$20.3K	–	1042
2025 Q4	$20.3K	Buy	+229	New	+$19.9K	﹤0.01%	1452

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's DCI Position: Q1 2026 in Review

SageView Advisory Group sold out of Donaldson (DCI) in Q1 2026, closing a stake of 229 shares — an estimated $20.3K sold.

SageView Advisory Group first reported a position in DCI in Q4 2025 and held it in 1 quarter. The position peaked at $20.3K in Q4 2025. 613 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

SageView Advisory Group reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 229 Donaldson shares in Q1 2026, an estimated $20.3K.
SageView Advisory Group first reported a position in Donaldson in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Donaldson position peaked at $20.3K in Q4 2025.
613 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.