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Smartleaf Asset Management’s Donaldson DCI Stock Holding History

Smartleaf Asset Management’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
Q1 		$172K Buy
2,079
+35
+2% +$3.38K 0.01% 844
2025
Q4 		$185K Buy
2,044
+213
+12% +$18.5K 0.01% 840
2025
Q3 		$149K Buy
1,831
+989
+117% +$74.6K 0.01% 857
2025
Q2 		$58.6K Buy
842
+40
+5% +$2.69K 0.01% 1102
2025
Q1 		$53.8K Buy
802
+205
+34% +$14.2K 0.01% 1107
2024
Q4 		$40.2K Buy
597
+180
+43% +$13.3K ﹤0.01% 1271
2024
Q3 		$30.8K Buy
417
+170
+69% +$12.3K ﹤0.01% 1105
2024
Q2 		$17.6K Buy
247
+76
+44% +$5.58K ﹤0.01% 1093
2024
Q1 		$12.8K Buy
+171
New +$11.6K ﹤0.01% 947

Other funds holding DCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Smartleaf Asset Management's DCI Position: Q1 2026 in Review

Smartleaf Asset Management increased its Donaldson (DCI) stake by 1.7% in Q1 2026, buying an estimated $3.38K and bringing the position to 2,079 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #844.

Smartleaf Asset Management first reported a position in DCI in Q1 2024 and has held it in 9 quarters since. The position peaked at $185K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Smartleaf Asset Management held 2,079 shares of Donaldson worth $172K as of Q1 2026.
  • Smartleaf Asset Management bought 35 Donaldson shares in Q1 2026, an estimated $3.38K.
  • Donaldson made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #844 holding.
  • Smartleaf Asset Management first reported a position in Donaldson in Q1 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Donaldson position peaked at $185K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.