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Studio Investment Management’s Donaldson DCI Stock Holding History

Studio Investment 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 		$955K Buy
11,251
+23
+0.2% +$2.22K 0.17% 81
2025
Q4 		$995K Buy
11,228
+760
+7% +$66K 0.18% 80
2025
Q3 		$857K Buy
10,468
+2,630
+34% +$198K 0.16% 88
2025
Q2 		$544K Buy
7,838
+4,633
+145% +$312K 0.11% 114
2025
Q1 		$215K Buy
+3,205
New +$222K 0.04% 163

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

Studio Investment Management's DCI Position: Q1 2026 in Review

Studio Investment Management increased its Donaldson (DCI) stake by 0.2% in Q1 2026, buying an estimated $2.22K and bringing the position to 11,251 shares worth $955K. The position accounts for 0.17% of the portfolio, ranked #81.

Studio Investment Management first reported a position in DCI in Q1 2025 and has held it in 5 quarters since. The position peaked at $995K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Studio Investment Management held 11,251 shares of Donaldson worth $955K as of Q1 2026.
  • Studio Investment Management bought 23 Donaldson shares in Q1 2026, an estimated $2.22K.
  • Donaldson made up 0.17% of Studio Investment Management's portfolio in Q1 2026, its #81 holding.
  • Studio Investment Management first reported a position in Donaldson in Q1 2025 and has held it in 5 quarters since.
  • Studio Investment Management's Donaldson position peaked at $995K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Studio Investment Management's 13F filing for Q1 2026, filed 5 May 2026.