Fiduciary Management Inc’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$121M Sell
1,426,427
-893,854
-39% -$86.3M 1.5% 35
2025
Q4
$206M Sell
2,320,281
-155,319
-6% -$13.5M 2.26% 9
2025
Q3
$203M Sell
2,475,600
-13,321
-0.5% -$1M 2.05% 14
2025
Q2
$173M Sell
2,488,921
-10,835
-0.4% -$729K 1.66% 26
2025
Q1
$168M Buy
2,499,756
+290,477
+13% +$20.1M 1.62% 25
2024
Q4
$149M Buy
2,209,279
+367,383
+20% +$27.1M 1.39% 30
2024
Q3
$136M Sell
1,841,896
-1,171
-0.1% -$84.7K 1.19% 38
2024
Q2
$132M Buy
1,843,067
+12,092
+0.7% +$887K 1.23% 37
2024
Q1
$137M Buy
1,830,975
+11,783
+0.6% +$802K 1.22% 40
2023
Q4
$119M Buy
1,819,192
+61,584
+4% +$3.75M 1.11% 42
2023
Q3
$105M Buy
1,757,608
+28,796
+2% +$1.78M 1.07% 40
2023
Q2
$108M Sell
1,728,812
-145,790
-8% -$9.12M 1.09% 45
2023
Q1
$122M Sell
1,874,602
-47,092
-2% -$2.96M 1.24% 34
2022
Q4
$113M Buy
1,921,694
+214,307
+13% +$12.3M 1.15% 36
2022
Q3
$83.7M Sell
1,707,387
-5,130
-0.3% -$268K 0.88% 42
2022
Q2
$82.4M Buy
1,712,517
+379,707
+28% +$19.1M 0.78% 44
2022
Q1
$69.2M Buy
1,332,810
+284,437
+27% +$15.5M 0.56% 51
2021
Q4
$62.1M Sell
1,048,373
-39,855
-4% -$2.36M 0.46% 54
2021
Q3
$62.5M Buy
1,088,228
+14,500
+1% +$935K 0.47% 48
2021
Q2
$68.2M Sell
1,073,728
-20,717
-2% -$1.28M 0.5% 49
2021
Q1
$63.7M Sell
1,094,445
-131,371
-11% -$7.85M 0.48% 51
2020
Q4
$68.5M Buy
1,225,816
+49,573
+4% +$2.62M 0.52% 48
2020
Q3
$54.6M Sell
1,176,243
-60,274
-5% -$2.93M 0.45% 50
2020
Q2
$57.5M Sell
1,236,517
-43,941
-3% -$1.94M 0.48% 47
2020
Q1
$49.5M Buy
1,280,458
+294,075
+30% +$14.4M 0.43% 52
2019
Q4
$56.8M Buy
986,383
+7,115
+0.7% +$387K 0.35% 57
2019
Q3
$51M Sell
979,268
-25,480
-3% -$1.26M 0.33% 60
2019
Q2
$51.1M Buy
1,004,748
+29,226
+3% +$1.49M 0.33% 57
2019
Q1
$48.8M Buy
+975,522
New +$47.1M 0.32% 57
2016
Q4
Sell
-820,400
Closed -$30.6M 75
2016
Q3
$30.6M Sell
820,400
-1,291,625
-61% -$47M 0.19% 65
2016
Q2
$72.6M Sell
2,112,025
-129,000
-6% -$4.31M 0.44% 40
2016
Q1
$71.5M Buy
2,241,025
+227,729
+11% +$6.69M 0.42% 44
2015
Q4
$57.7M Buy
2,013,296
+260,010
+15% +$7.65M 0.33% 49
2015
Q3
$49.2M Buy
1,753,286
+349,530
+25% +$11.2M 0.27% 57
2015
Q2
$50.3M Buy
1,403,756
+5,081
+0.4% +$185K 0.26% 56
2015
Q1
$52.7M Buy
+1,398,675
New +$52.4M 0.27% 56

Other funds holding DCI

Fiduciary Management Inc's DCI Position: Q1 2026 in Review

Fiduciary Management Inc reduced its Donaldson (DCI) stake by 39% in Q1 2026, selling an estimated $86.3M and leaving 1,426,427 shares worth $121M. The position accounts for 1.5% of the portfolio, ranked #35.

Fiduciary Management Inc first reported a position in DCI in Q1 2015 and has held it in 36 quarters since. The position peaked at $206M in Q4 2025. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Fiduciary Management Inc held 1,426,427 shares of Donaldson worth $121M as of Q1 2026.
  • Fiduciary Management Inc sold 893,854 Donaldson shares in Q1 2026, an estimated $86.3M.
  • Donaldson made up 1.5% of Fiduciary Management Inc's portfolio in Q1 2026, its #35 holding.
  • Fiduciary Management Inc first reported a position in Donaldson in Q1 2015 and has held it in 36 quarters since.
  • Fiduciary Management Inc's Donaldson position peaked at $206M in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Fiduciary Management Inc's 13F filing for Q1 2026, filed 14 May 2026.