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Salomon & Ludwin’s Donaldson DCI Stock Holding History

Salomon & Ludwin’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 		$2.57K Hold
29
– – ﹤0.01% 1935
2026
Q1 		$2.47K Hold
29
– – ﹤0.01% 1906
2025
Q4 		$2.64K Hold
29
– – ﹤0.01% 1957
2025
Q3 		$2.4K Buy
+29
New +$2.19K ﹤0.01% 1952

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

Salomon & Ludwin's DCI Position: Q2 2026 in Review

Salomon & Ludwin held its Donaldson (DCI) position steady in Q2 2026 at 29 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Salomon & Ludwin first reported a position in DCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.64K in Q4 2025. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Salomon & Ludwin held 29 shares of Donaldson worth $2.57K as of Q2 2026.
  • Salomon & Ludwin left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1935 holding.
  • Salomon & Ludwin first reported a position in Donaldson in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Donaldson position peaked at $2.64K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.