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Toth Financial Advisory’s Donaldson DCI Stock Holding History

Toth Financial Advisory’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
2025
Q2 		– Sell
-20
Closed -$1.34K – 751
2025
Q1 		$1.34K Hold
20
– – ﹤0.01% 643
2024
Q4 		$1.35K Hold
20
– – ﹤0.01% 631
2024
Q3 		$1.47K Hold
20
– – ﹤0.01% 637
2024
Q2 		$1.43K Hold
20
– – ﹤0.01% 657
2024
Q1 		$1.49K Buy
+20
New +$1.36K ﹤0.01% 645

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Toth Financial Advisory's DCI Position: Q2 2025 in Review

Toth Financial Advisory sold out of Donaldson (DCI) in Q2 2025, closing a stake of 20 shares — an estimated $1.34K sold.

Toth Financial Advisory first reported a position in DCI in Q1 2024 and held it in 5 quarters. The position peaked at $1.49K in Q1 2024. 528 funds tracked by Wall St. Rank hold DCI as of Q2 2025.

  • Toth Financial Advisory reported no remaining Donaldson position as of Q2 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 20 Donaldson shares in Q2 2025, an estimated $1.34K.
  • Toth Financial Advisory first reported a position in Donaldson in Q1 2024 and held it in 5 quarters.
  • Toth Financial Advisory's Donaldson position peaked at $1.49K in Q1 2024.
  • 528 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.