Gallagher Fiduciary Advisors’s Donaldson DCI Stock Holding History

Gallagher Fiduciary 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	$642K	Sell	7,152 -200	-3%	-$17.2K	0.02%	160
2026 Q1	$624K	Sell	7,352 -313	-4%	-$30.2K	0.02%	127
2025 Q4	$680K	Hold	7,665	–	–	0.02%	140
2025 Q3	$627K	Hold	7,665	–	–	0.02%	126
2025 Q2	$532K	Hold	7,665	–	–	0.02%	168
2025 Q1	$514K	Sell	7,665 -146	-2%	-$10.1K	0.02%	149
2024 Q4	$526K	Hold	7,811	–	–	0.1%	132
2024 Q3	$576K	Hold	7,811	–	–	0.12%	102
2024 Q2	$559K	Hold	7,811	–	–	0.13%	96
2024 Q1	$583K	Sell	7,811 -534	-6%	-$36.3K	0.02%	101
2023 Q4	$545K	Hold	8,345	–	–	0.02%	96
2023 Q3	$498K	Hold	8,345	–	–	0.04%	101
2023 Q2	$522K	Hold	8,345	–	–	0.04%	123
2023 Q1	$545K	Buy	+8,345	New	+$524K	0.05%	112

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Gallagher Fiduciary Advisors's DCI Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Donaldson (DCI) stake by 2.7% in Q2 2026, selling an estimated $17.2K and leaving 7,152 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #160.

Gallagher Fiduciary Advisors first reported a position in DCI in Q1 2023 and has held it in 14 quarters since. The position peaked at $680K in Q4 2025. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Gallagher Fiduciary Advisors held 7,152 shares of Donaldson worth $642K as of Q2 2026.
Gallagher Fiduciary Advisors sold 200 Donaldson shares in Q2 2026, an estimated $17.2K.
Donaldson made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #160 holding.
Gallagher Fiduciary Advisors first reported a position in Donaldson in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's Donaldson position peaked at $680K in Q4 2025.
631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

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