VA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vident Advisory's DCI Position: Q1 2026 in Review

Vident Advisory reduced its Donaldson (DCI) stake by 4.1% in Q1 2026, selling an estimated $25K and leaving 6,129 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Vident Advisory first reported a position in DCI in Q3 2024 and has held it in 4 quarters since. The position peaked at $566K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Vident Advisory held 6,129 shares of Donaldson worth $520K as of Q1 2026.
  • Vident Advisory sold 259 Donaldson shares in Q1 2026, an estimated $25K.
  • Donaldson made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1239 holding.
  • Vident Advisory first reported a position in Donaldson in Q3 2024 and has held it in 4 quarters since.
  • Vident Advisory's Donaldson position peaked at $566K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.