Vise Technologies’s Donaldson DCI Stock Holding History

Vise Technologies’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	$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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vise Technologies's DCI Position: Q1 2026 in Review

Vise Technologies held its Donaldson (DCI) position steady in Q1 2026 at 4,313 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #1021.

Vise Technologies first reported a position in DCI in Q3 2025 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

Vise Technologies held 4,313 shares of Donaldson worth $382K as of Q1 2026.
Vise Technologies left its Donaldson share count unchanged in Q1 2026.
Donaldson made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1021 holding.
Vise Technologies first reported a position in Donaldson in Q3 2025 and has held it in 3 quarters since.
606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.