Savant Capital
DCI icon

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
Q3 		$1.69M Buy
19,474
+3,002
+18% +$274K ﹤0.01% 918
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Savant Capital's DCI Position: Q3 2026 in Review

Savant Capital increased its Donaldson (DCI) stake by 18% in Q3 2026, buying an estimated $274K and bringing the position to 19,474 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Savant Capital first reported a position in DCI in Q1 2023 and has held it in 15 quarters since. 391 funds tracked by Wall St. Rank hold DCI as of Q3 2026.

  • Savant Capital held 19,474 shares of Donaldson worth $1.69M as of Q3 2026.
  • Savant Capital bought 3,002 Donaldson shares in Q3 2026, an estimated $274K.
  • Donaldson made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #918 holding.
  • Savant Capital first reported a position in Donaldson in Q1 2023 and has held it in 15 quarters since.
  • 391 funds tracked by Wall St. Rank held Donaldson as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.