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 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 $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

Gallagher Fiduciary Advisors's DCI Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its Donaldson (DCI) stake by 4.1% in Q1 2026, selling an estimated $30.2K and leaving 7,352 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #127.

Gallagher Fiduciary Advisors first reported a position in DCI in Q1 2023 and has held it in 13 quarters since. The position peaked at $680K in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

Gallagher Fiduciary Advisors held 7,352 shares of Donaldson worth $624K as of Q1 2026.
Gallagher Fiduciary Advisors sold 313 Donaldson shares in Q1 2026, an estimated $30.2K.
Donaldson made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #127 holding.
Gallagher Fiduciary Advisors first reported a position in Donaldson in Q1 2023 and has held it in 13 quarters since.
Gallagher Fiduciary Advisors's Donaldson position peaked at $680K in Q4 2025.
606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.