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Strive Financial Group’s Donaldson DCI Stock Holding History

Strive Financial Group’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 		$45.3K Sell
505
-4,690
-90% -$403K 0.02% 285
2026
Q1 		$441K Buy
5,195
+4,550
+705% +$439K 0.23% 74
2025
Q4 		$57.2K Buy
+645
New +$56K 0.03% 211

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

Strive Financial Group's DCI Position: Q2 2026 in Review

Strive Financial Group reduced its Donaldson (DCI) stake by 90% in Q2 2026, selling an estimated $403K and leaving 505 shares worth $45.3K. The position accounts for 0.02% of the portfolio, ranked #285.

Strive Financial Group first reported a position in DCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $441K in Q1 2026. 627 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Strive Financial Group held 505 shares of Donaldson worth $45.3K as of Q2 2026.
  • Strive Financial Group sold 4,690 Donaldson shares in Q2 2026, an estimated $403K.
  • Donaldson made up 0.02% of Strive Financial Group's portfolio in Q2 2026, its #285 holding.
  • Strive Financial Group first reported a position in Donaldson in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's Donaldson position peaked at $441K in Q1 2026.
  • 627 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.