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
Q2 		$258K Sell
2,870
-319
-10% -$27.4K 0.01% 1065
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 $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

Savvy Advisors Inc's DCI Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Donaldson (DCI) stake by 10% in Q2 2026, selling an estimated $27.4K and leaving 2,870 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #1065.

Savvy Advisors Inc first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $287K in Q4 2025. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Savvy Advisors Inc held 2,870 shares of Donaldson worth $258K as of Q2 2026.
  • Savvy Advisors Inc sold 319 Donaldson shares in Q2 2026, an estimated $27.4K.
  • Donaldson made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1065 holding.
  • Savvy Advisors Inc first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Donaldson position peaked at $287K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.