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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
Q2 		$1.02M Buy
11,413
+162
+1% +$13.9K 0.17% 86
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 $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 $3.38T AUM 44.17% 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

Studio Investment Management's DCI Position: Q2 2026 in Review

Studio Investment Management increased its Donaldson (DCI) stake by 1.4% in Q2 2026, buying an estimated $13.9K and bringing the position to 11,413 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #86.

Studio Investment Management first reported a position in DCI in Q1 2025 and has held it in 6 quarters since. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Studio Investment Management held 11,413 shares of Donaldson worth $1.02M as of Q2 2026.
  • Studio Investment Management bought 162 Donaldson shares in Q2 2026, an estimated $13.9K.
  • Donaldson made up 0.17% of Studio Investment Management's portfolio in Q2 2026, its #86 holding.
  • Studio Investment Management first reported a position in Donaldson in Q1 2025 and has held it in 6 quarters since.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.