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Sanctuary Advisors’s Donaldson DCI Stock Holding History

Sanctuary Advisors’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 		$703K Sell
7,836
-644
-8% -$55.4K ﹤0.01% 1716
2026
Q1 		$720K Sell
8,480
-5,202
-38% -$502K ﹤0.01% 1533
2025
Q4 		$1.21M Sell
13,682
-5,391
-28% -$468K 0.01% 1216
2025
Q3 		$1.56M Sell
19,073
-185
-1% -$13.9K 0.01% 1034
2025
Q2 		$1.34M Sell
19,258
-2,246
-10% -$151K 0.01% 1052
2025
Q1 		$1.44M Sell
21,504
-378
-2% -$26.1K 0.01% 940
2024
Q4 		$1.57M Buy
21,882
+2,095
+11% +$155K 0.01% 1005
2024
Q3 		$1.53M Buy
19,787
+4,908
+33% +$355K 0.01% 1026
2024
Q2 		$1.08M Buy
+14,879
New +$1.09M 0.01% 1159

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

Sanctuary Advisors's DCI Position: Q2 2026 in Review

Sanctuary Advisors reduced its Donaldson (DCI) stake by 7.6% in Q2 2026, selling an estimated $55.4K and leaving 7,836 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Sanctuary Advisors first reported a position in DCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.57M in Q4 2024. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Sanctuary Advisors held 7,836 shares of Donaldson worth $703K as of Q2 2026.
  • Sanctuary Advisors sold 644 Donaldson shares in Q2 2026, an estimated $55.4K.
  • Donaldson made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1716 holding.
  • Sanctuary Advisors first reported a position in Donaldson in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Donaldson position peaked at $1.57M in Q4 2024.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.