SAI
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Savvy Advisors Inc’s Donaldson DCI Stock Holding History

Savvy Advisors Inc’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 		$271K Sell
3,189
-46
-1% -$4.44K 0.01% 921
2025
Q4 		$287K Sell
3,235
-103
-3% -$8.95K 0.01% 784
2025
Q3 		$273K Buy
3,338
+243
+8% +$18.3K 0.01% 658
2025
Q2 		$215K Buy
+3,095
New +$208K 0.01% 584

Other funds holding DCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Savvy Advisors Inc's DCI Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Donaldson (DCI) stake by 1.4% in Q1 2026, selling an estimated $4.44K and leaving 3,189 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #921.

Savvy Advisors Inc first reported a position in DCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $287K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Savvy Advisors Inc held 3,189 shares of Donaldson worth $271K as of Q1 2026.
  • Savvy Advisors Inc sold 46 Donaldson shares in Q1 2026, an estimated $4.44K.
  • Donaldson made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #921 holding.
  • Savvy Advisors Inc first reported a position in Donaldson in Q2 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's Donaldson position peaked at $287K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.