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Sequoia Financial Advisors’s Donaldson DCI Stock Holding History

Sequoia Financial Advisors’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 		$1.04M Sell
11,605
-3,368
-22% -$290K 0.01% 928
2026
Q1 		$1.27M Sell
14,973
-315
-2% -$30.4K 0.01% 787
2025
Q4 		$1.36M Buy
15,288
+4,121
+37% +$358K 0.01% 742
2025
Q3 		$914K Buy
11,167
+4,032
+57% +$304K 0.01% 826
2025
Q2 		$495K Buy
+7,135
New +$480K ﹤0.01% 1003

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

Sequoia Financial Advisors's DCI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Donaldson (DCI) stake by 22% in Q2 2026, selling an estimated $290K and leaving 11,605 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #928.

Sequoia Financial Advisors first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q4 2025. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Sequoia Financial Advisors held 11,605 shares of Donaldson worth $1.04M as of Q2 2026.
  • Sequoia Financial Advisors sold 3,368 Donaldson shares in Q2 2026, an estimated $290K.
  • Donaldson made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #928 holding.
  • Sequoia Financial Advisors first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Donaldson position peaked at $1.36M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.