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Tidal Investments’s Donaldson DCI Stock Holding History

Tidal Investments’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 		$1M Sell
11,195
-57,861
-84% -$4.98M ﹤0.01% 1738
2026
Q1 		$5.86M Sell
69,056
-58,127
-46% -$5.61M 0.01% 751
2025
Q4 		$11.3M Sell
127,183
-48,130
-27% -$4.18M 0.03% 420
2025
Q3 		$14.3M Buy
+175,313
New +$13.2M 0.03% 373
2025
Q1 		– Sell
-4,559
Closed -$307K – 1885
2024
Q4 		$307K Sell
4,559
-4,768
-51% -$352K ﹤0.01% 1584
2024
Q3 		$687K Buy
9,327
+1,980
+27% +$143K 0.01% 1224
2024
Q2 		$526K Buy
7,347
+416
+6% +$30.5K 0.01% 1283
2024
Q1 		$518K Sell
6,931
-1,872
-21% -$127K 0.01% 1181
2023
Q4 		$575K Buy
8,803
+1,928
+28% +$117K 0.01% 875
2023
Q3 		$410K Buy
6,875
+2,054
+43% +$127K 0.01% 935
2023
Q2 		$301K Buy
4,821
+1,248
+35% +$78.1K 0.01% 1041
2023
Q1 		$233K Buy
+3,573
New +$225K 0.01% 1121

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

Tidal Investments's DCI Position: Q2 2026 in Review

Tidal Investments reduced its Donaldson (DCI) stake by 84% in Q2 2026, selling an estimated $4.98M and leaving 11,195 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Tidal Investments first reported a position in DCI in Q1 2023 and has held it in 12 quarters since. The position peaked at $14.3M in Q3 2025. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Tidal Investments held 11,195 shares of Donaldson worth $1M as of Q2 2026.
  • Tidal Investments sold 57,861 Donaldson shares in Q2 2026, an estimated $4.98M.
  • Donaldson made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1738 holding.
  • Tidal Investments first reported a position in Donaldson in Q1 2023 and has held it in 12 quarters since.
  • Tidal Investments's Donaldson position peaked at $14.3M in Q3 2025.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.