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	–	Sell	-46	Closed	-$29K	–	909
2026 Q1	$29K	Buy	+46	New	+$4.44K	0.02%	293

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 #286.

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. 399 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 #286 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.
399 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.