SW
DCI icon

SkyOak Wealth’s Donaldson DCI Stock Holding History

SkyOak Wealth’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
2025
Q2 		– Sell
-3,631
Closed -$243K – 253
2025
Q1 		$243K Buy
+3,631
New +$251K 0.05% 201
2024
Q4 		– Sell
-3,972
Closed -$293K – 263
2024
Q3 		$293K Sell
3,972
-96
-2% -$6.94K 0.06% 173
2024
Q2 		$291K Sell
4,068
-493
-11% -$36.2K 0.07% 180
2024
Q1 		$341K Buy
4,561
+228
+5% +$15.5K 0.08% 167
2023
Q4 		$283K Sell
4,333
-191
-4% -$11.6K 0.07% 192
2023
Q3 		$270K Buy
+4,524
New +$280K 0.08% 183

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SkyOak Wealth's DCI Position: Q2 2025 in Review

SkyOak Wealth sold out of Donaldson (DCI) in Q2 2025, closing a stake of 3,631 shares — an estimated $243K sold.

SkyOak Wealth first reported a position in DCI in Q3 2023 and held it in 6 quarters. The position peaked at $341K in Q1 2024. 527 funds tracked by Wall St. Rank hold DCI as of Q2 2025.

  • SkyOak Wealth reported no remaining Donaldson position as of Q2 2025 after selling out during the quarter.
  • SkyOak Wealth sold 3,631 Donaldson shares in Q2 2025, an estimated $243K.
  • SkyOak Wealth first reported a position in Donaldson in Q3 2023 and held it in 6 quarters.
  • SkyOak Wealth's Donaldson position peaked at $341K in Q1 2024.
  • 527 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.

Based on SkyOak Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.