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Sit Investment Associates’s Donaldson DCI Stock Holding History

Sit Investment Associates’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 		$5.22M Buy
58,100
+965
+2% +$83K 0.1% 204
2026
Q1 		$4.85M Buy
57,135
+3,235
+6% +$312K 0.1% 201
2025
Q4 		$4.78M Sell
53,900
-775
-1% -$67.3K 0.09% 204
2025
Q3 		$4.47M Sell
54,675
-3,075
-5% -$232K 0.09% 213
2025
Q2 		$4M Sell
57,750
-52,335
-48% -$3.52M 0.09% 224
2025
Q1 		$7.38M Sell
110,085
-49,140
-31% -$3.4M 0.17% 151
2024
Q4 		$10.7M Buy
159,225
+64,760
+69% +$4.78M 0.24% 111
2024
Q3 		$6.96M Buy
94,465
+46,815
+98% +$3.38M 0.16% 165
2024
Q2 		$3.41M Sell
47,650
-290
-0.6% -$21.3K 0.08% 233
2024
Q1 		$3.58M Sell
47,940
-155
-0.3% -$10.5K 0.08% 235
2023
Q4 		$3.14M Buy
48,095
+375
+0.8% +$22.9K 0.08% 259
2023
Q3 		$2.85M Buy
47,720
+775
+2% +$48K 0.08% 246
2023
Q2 		$2.94M Hold
46,945
– – 0.08% 251
2023
Q1 		$3.07M Sell
46,945
-775
-2% -$48.7K 0.08% 250
2022
Q4 		$2.81M Sell
47,720
-17,950
-27% -$1.03M 0.08% 254
2022
Q3 		$3.22M Hold
65,670
– – 0.1% 221
2022
Q2 		$3.16M Hold
65,670
– – 0.1% 222
2022
Q1 		$3.41M Buy
+65,670
New +$3.57M 0.09% 246

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

Sit Investment Associates's DCI Position: Q2 2026 in Review

Sit Investment Associates increased its Donaldson (DCI) stake by 1.7% in Q2 2026, buying an estimated $83K and bringing the position to 58,100 shares worth $5.22M. The position accounts for 0.1% of the portfolio, ranked #204.

Sit Investment Associates first reported a position in DCI in Q1 2022 and has held it in 18 quarters since. The position peaked at $10.7M in Q4 2024. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Sit Investment Associates held 58,100 shares of Donaldson worth $5.22M as of Q2 2026.
  • Sit Investment Associates bought 965 Donaldson shares in Q2 2026, an estimated $83K.
  • Donaldson made up 0.1% of Sit Investment Associates's portfolio in Q2 2026, its #204 holding.
  • Sit Investment Associates first reported a position in Donaldson in Q1 2022 and has held it in 18 quarters since.
  • Sit Investment Associates's Donaldson position peaked at $10.7M in Q4 2024.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.