United Capital Financial Advisors’s Donaldson DCI Stock Holding History

United Capital Financial Advisors’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	$279K	Buy	+3,103	New	+$267K	﹤0.01%	1397

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

United Capital Financial Advisors's DCI Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Donaldson (DCI) in Q2 2026: 3,103 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings.

626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

United Capital Financial Advisors held 3,103 shares of Donaldson worth $279K as of Q2 2026.
Donaldson was a new United Capital Financial Advisors position in Q2 2026.
Donaldson made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1397 holding.
626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.