Trust Company of Vermont’s Donaldson DCI Stock Holding History

Trust Company of Vermont’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 Q4	$31K	Hold	350	–	–	﹤0.01%	660
2025 Q3	$28.6K	Sell	350 -300	-46%	-$22.6K	﹤0.01%	670
2025 Q2	$45.1K	Hold	650	–	–	﹤0.01%	560
2025 Q1	$43.6K	Hold	650	–	–	﹤0.01%	538
2024 Q4	$43.8K	Hold	650	–	–	﹤0.01%	545
2024 Q3	$47.9K	Hold	650	–	–	﹤0.01%	524
2024 Q2	$46.5K	Hold	650	–	–	﹤0.01%	505
2024 Q1	$48.5K	Hold	650	–	–	﹤0.01%	492
2023 Q4	$42.5K	Hold	650	–	–	﹤0.01%	448
2023 Q3	$38.8K	Hold	650	–	–	﹤0.01%	479
2023 Q2	$40.6K	Hold	650	–	–	﹤0.01%	505
2023 Q1	$42.5K	Buy	+650	New	+$40.8K	﹤0.01%	520

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Trust Company of Vermont's DCI Position: Q4 2025 in Review

Trust Company of Vermont held its Donaldson (DCI) position steady in Q4 2025 at 350 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Trust Company of Vermont first reported a position in DCI in Q1 2023 and has held it in 12 quarters since. The position peaked at $48.5K in Q1 2024. 618 funds tracked by Wall St. Rank hold DCI as of Q4 2025.

Trust Company of Vermont held 350 shares of Donaldson worth $31K as of Q4 2025.
Trust Company of Vermont left its Donaldson share count unchanged in Q4 2025.
Donaldson made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #660 holding.
Trust Company of Vermont first reported a position in Donaldson in Q1 2023 and has held it in 12 quarters since.
Trust Company of Vermont's Donaldson position peaked at $48.5K in Q1 2024.
618 funds tracked by Wall St. Rank held Donaldson as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.