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Sylvest Advisors’s Donaldson DCI Stock Holding History

Sylvest Advisors’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 		$780K Sell
9,192
-45
-0.5% -$4.35K 0.41% 31
2025
Q4 		$819K Buy
9,237
+275
+3% +$23.9K 0.44% 30
2025
Q3 		$734K Sell
8,962
-170
-2% -$12.8K 0.39% 34
2025
Q2 		$633K Buy
9,132
+1,237
+16% +$83.2K 0.36% 37
2025
Q1 		$529K Buy
+7,895
New +$546K 0.33% 43

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

Sylvest Advisors's DCI Position: Q1 2026 in Review

Sylvest Advisors reduced its Donaldson (DCI) stake by 0.49% in Q1 2026, selling an estimated $4.35K and leaving 9,192 shares worth $780K. The position accounts for 0.41% of the portfolio, ranked #31.

Sylvest Advisors first reported a position in DCI in Q1 2025 and has held it in 5 quarters since. The position peaked at $819K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Sylvest Advisors held 9,192 shares of Donaldson worth $780K as of Q1 2026.
  • Sylvest Advisors sold 45 Donaldson shares in Q1 2026, an estimated $4.35K.
  • Donaldson made up 0.41% of Sylvest Advisors's portfolio in Q1 2026, its #31 holding.
  • Sylvest Advisors first reported a position in Donaldson in Q1 2025 and has held it in 5 quarters since.
  • Sylvest Advisors's Donaldson position peaked at $819K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Sylvest Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.