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Whipplewood Advisors’s Donaldson DCI Stock Holding History

Whipplewood 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 		– Sell
-22
Closed -$1.87K – 747
2026
Q1 		$1.87K Buy
22
+10
+83% +$966 ﹤0.01% 778
2025
Q4 		$1.06K Buy
+12
New +$1.04K ﹤0.01% 405
2025
Q3 		– Sell
-34
Closed -$2.36K – 525
2025
Q2 		$2.36K Sell
34
-27
-44% -$1.82K ﹤0.01% 845
2025
Q1 		$2.28K Buy
61
+27
+79% +$1.87K ﹤0.01% 862
2024
Q4 		$2.29K Buy
+34
New +$2.51K ﹤0.01% 848

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 $3.37T AUM 44.26% 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

Whipplewood Advisors's DCI Position: Q2 2026 in Review

Whipplewood Advisors sold out of Donaldson (DCI) in Q2 2026, closing a stake of 22 shares — an estimated $1.87K sold.

Whipplewood Advisors first reported a position in DCI in Q4 2024 and held it in 5 quarters. The position peaked at $2.36K in Q2 2025. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Whipplewood Advisors reported no remaining Donaldson position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 22 Donaldson shares in Q2 2026, an estimated $1.87K.
  • Whipplewood Advisors first reported a position in Donaldson in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Donaldson position peaked at $2.36K in Q2 2025.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.