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Turning Point Benefit Group’s Donaldson DCI Stock Holding History

Turning Point Benefit Group’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 		– Sell
-3
Closed -$265 – 274
2025
Q4 		$265 Hold
3
– – ﹤0.01% 732
2025
Q3 		$246 Buy
+3
New +$226 ﹤0.01% 627

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Turning Point Benefit Group's DCI Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Donaldson (DCI) in Q1 2026, closing a stake of 3 shares — an estimated $265 sold.

Turning Point Benefit Group first reported a position in DCI in Q3 2025 and held it in 2 quarters. The position peaked at $265 in Q4 2025. 611 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Donaldson position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 3 Donaldson shares in Q1 2026, an estimated $265.
  • Turning Point Benefit Group first reported a position in Donaldson in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Donaldson position peaked at $265 in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.