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Seizert Capital Partners’s Donaldson DCI Stock Holding History

Seizert Capital Partners’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 		$11.3M Buy
126,253
+3,562
+3% +$306K 0.47% 48
2026
Q1 		$10.4M Sell
122,691
-11,057
-8% -$1.07M 0.48% 48
2025
Q4 		$11.9M Sell
133,748
-3,926
-3% -$341K 0.5% 44
2025
Q3 		$11.3M Buy
137,674
+1,653
+1% +$125K 0.49% 45
2025
Q2 		$9.43M Buy
136,021
+77,671
+133% +$5.22M 0.41% 52
2025
Q1 		$3.91M Buy
+58,350
New +$4.04M 0.18% 89

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

Seizert Capital Partners's DCI Position: Q2 2026 in Review

Seizert Capital Partners increased its Donaldson (DCI) stake by 2.9% in Q2 2026, buying an estimated $306K and bringing the position to 126,253 shares worth $11.3M. The position accounts for 0.47% of the portfolio, ranked #48.

Seizert Capital Partners first reported a position in DCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.9M in Q4 2025. 630 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Seizert Capital Partners held 126,253 shares of Donaldson worth $11.3M as of Q2 2026.
  • Seizert Capital Partners bought 3,562 Donaldson shares in Q2 2026, an estimated $306K.
  • Donaldson made up 0.47% of Seizert Capital Partners's portfolio in Q2 2026, its #48 holding.
  • Seizert Capital Partners first reported a position in Donaldson in Q1 2025 and has held it in 6 quarters since.
  • Seizert Capital Partners's Donaldson position peaked at $11.9M in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Seizert Capital Partners's 13F filing for Q2 2026, filed 5 Aug 2026.