Vise Technologies’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$323K Sell
3,596
-717
-17% -$61.7K ﹤0.01% 1410
2026
Q1
$382K Hold
4,313
– – 0.01% 1021
2025
Q4
$382K Buy
4,313
+1,552
+56% +$135K 0.01% 1027
2025
Q3
$226K Buy
+2,761
New +$208K 0.01% 1059

Other funds holding DCI

Vise Technologies's DCI Position: Q2 2026 in Review

Vise Technologies reduced its Donaldson (DCI) stake by 17% in Q2 2026, selling an estimated $61.7K and leaving 3,596 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Vise Technologies first reported a position in DCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $382K in Q1 2026. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Vise Technologies held 3,596 shares of Donaldson worth $323K as of Q2 2026.
  • Vise Technologies sold 717 Donaldson shares in Q2 2026, an estimated $61.7K.
  • Donaldson made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1410 holding.
  • Vise Technologies first reported a position in Donaldson in Q3 2025 and has held it in 4 quarters since.
  • Vise Technologies's Donaldson position peaked at $382K in Q1 2026.
  • 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.