Truvestments Capital’s Donaldson DCI Stock Holding History

Truvestments Capital’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	$4.13K	Hold	46	–	–	﹤0.01%	929
2026 Q1	$3.9K	Buy	+46	New	+$4.44K	﹤0.01%	919

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truvestments Capital's DCI Position: Q2 2026 in Review

Truvestments Capital held its Donaldson (DCI) position steady in Q2 2026 at 46 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Truvestments Capital first reported a position in DCI in Q1 2026 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Truvestments Capital held 46 shares of Donaldson worth $4.13K as of Q2 2026.
Truvestments Capital left its Donaldson share count unchanged in Q2 2026.
Donaldson made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #929 holding.
Truvestments Capital first reported a position in Donaldson in Q1 2026 and has held it in 2 quarters since.
626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.