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Savant Capital’s Donaldson DCI Stock Holding History

Savant Capital’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 		$1.48M Sell
16,472
-363
-2% -$31.2K ﹤0.01% 711
2026
Q1 		$1.43M Buy
16,835
+519
+3% +$50.1K 0.01% 507
2025
Q4 		$1.45M Buy
16,316
+801
+5% +$69.6K 0.01% 474
2025
Q3 		$1.27M Buy
15,515
+6,263
+68% +$472K 0.01% 495
2025
Q2 		$642K Sell
9,252
-618
-6% -$41.6K ﹤0.01% 663
2025
Q1 		$662K Sell
9,870
-1,150
-10% -$79.6K 0.01% 596
2024
Q4 		$742K Sell
11,020
-743
-6% -$54.8K 0.01% 760
2024
Q3 		$867K Sell
11,763
-1,911
-14% -$138K 0.01% 692
2024
Q2 		$979K Buy
13,674
+4,320
+46% +$317K 0.01% 596
2024
Q1 		$699K Buy
9,354
+1,131
+14% +$76.9K 0.01% 646
2023
Q4 		$537K Buy
8,223
+26
+0.3% +$1.58K 0.01% 548
2023
Q3 		$489K Buy
8,197
+23
+0.3% +$1.42K 0.01% 527
2023
Q2 		$511K Buy
8,174
+39
+0.5% +$2.44K 0.01% 502
2023
Q1 		$532K Buy
+8,135
New +$511K 0.01% 449

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

Savant Capital's DCI Position: Q2 2026 in Review

Savant Capital reduced its Donaldson (DCI) stake by 2.2% in Q2 2026, selling an estimated $31.2K and leaving 16,472 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Savant Capital first reported a position in DCI in Q1 2023 and has held it in 14 quarters since. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Savant Capital held 16,472 shares of Donaldson worth $1.48M as of Q2 2026.
  • Savant Capital sold 363 Donaldson shares in Q2 2026, an estimated $31.2K.
  • Donaldson made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #711 holding.
  • Savant Capital first reported a position in Donaldson in Q1 2023 and has held it in 14 quarters since.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.