Vident Advisory
DCI icon

Vident Advisory’s Donaldson DCI Stock Holding History

Vident 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
2026
Q2 		$2M Buy
22,288
+16,159
+264% +$1.39M 0.01% 688
2026
Q1 		$520K Sell
6,129
-259
-4% -$25K ﹤0.01% 1239
2025
Q4 		$566K Buy
6,388
+3,470
+119% +$301K 0.01% 1102
2025
Q3 		$239K Buy
+2,918
New +$220K ﹤0.01% 1499
2024
Q4 		– Sell
-4,554
Closed -$336K – 1476
2024
Q3 		$336K Buy
+4,554
New +$329K 0.01% 1096

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 $3.38T AUM 44.17% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vident Advisory's DCI Position: Q2 2026 in Review

Vident Advisory increased its Donaldson (DCI) stake by 264% in Q2 2026, buying an estimated $1.39M and bringing the position to 22,288 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #688.

Vident Advisory first reported a position in DCI in Q3 2024 and has held it in 5 quarters since. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Vident Advisory held 22,288 shares of Donaldson worth $2M as of Q2 2026.
  • Vident Advisory bought 16,159 Donaldson shares in Q2 2026, an estimated $1.39M.
  • Donaldson made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #688 holding.
  • Vident Advisory first reported a position in Donaldson in Q3 2024 and has held it in 5 quarters since.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.