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World Investment Advisors’s Donaldson DCI Stock Holding History

World Investment 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 		$270K Sell
3,187
-217
-6% -$18.7K ﹤0.01% 1288
2026
Q1 		$289K Sell
3,404
-264
-7% -$25.5K ﹤0.01% 1278
2025
Q4 		$325K Sell
3,668
-204
-5% -$17.7K 0.01% 1147
2025
Q3 		$317K Buy
3,872
+60
+2% +$4.52K 0.01% 965
2025
Q2 		$264K Buy
+3,812
New +$256K 0.01% 972

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

World Investment Advisors's DCI Position: Q2 2026 in Review

World Investment Advisors reduced its Donaldson (DCI) stake by 6.4% in Q2 2026, selling an estimated $18.7K and leaving 3,187 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

World Investment Advisors first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $325K in Q4 2025. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • World Investment Advisors held 3,187 shares of Donaldson worth $270K as of Q2 2026.
  • World Investment Advisors sold 217 Donaldson shares in Q2 2026, an estimated $18.7K.
  • Donaldson made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1288 holding.
  • World Investment Advisors first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
  • World Investment Advisors's Donaldson position peaked at $325K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.