Gleason Group’s Donaldson DCI Stock Holding History

Gleason Group’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	$72.8K	Buy	811 +3	+0.4%	+$258	0.01%	120
2026 Q1	$68.6K	Buy	808 +3	+0.4%	+$290	0.01%	111
2025 Q4	$71.4K	Buy	805 +3	+0.4%	+$261	0.01%	110
2025 Q3	$65.7K	Buy	802 +3	+0.4%	+$226	0.01%	101
2025 Q2	$55.4K	Buy	799 +3	+0.4%	+$202	0.01%	107
2025 Q1	$53.4K	Buy	796 +3	+0.4%	+$208	0.01%	108
2024 Q4	$53.4K	Buy	793 +3	+0.4%	+$221	0.01%	110
2024 Q3	$58.2K	Buy	790 +3	+0.4%	+$217	0.01%	109
2024 Q2	$56.3K	Buy	787 +3	+0.4%	+$220	0.01%	116
2024 Q1	$58.5K	Buy	784 +3	+0.4%	+$204	0.01%	110
2023 Q4	$51K	Buy	781 +3	+0.4%	+$183	0.01%	113
2023 Q3	$46.4K	Buy	778 +3	+0.4%	+$186	0.01%	121
2023 Q2	$48.4K	Buy	775 +3	+0.4%	+$188	0.01%	120
2023 Q1	$50.4K	Buy	772 +3	+0.4%	+$189	0.01%	114
2022 Q4	$45.3K	Buy	769 +4	+0.5%	+$229	0.01%	117
2022 Q3	$38K	Buy	765 +3	+0.4%	+$157	0.01%	122
2022 Q2	$37K	Buy	762 +4	+0.5%	+$201	0.01%	123
2022 Q1	$39K	Buy	758 +3	+0.4%	+$163	0.01%	127
2021 Q4	$45K	Buy	755 +3	+0.4%	+$178	0.01%	117
2021 Q3	$43K	Buy	752 +2	+0.3%	+$129	0.02%	117
2021 Q2	$48K	Buy	750 +3	+0.4%	+$185	0.02%	111
2021 Q1	$43K	Buy	747 +2	+0.3%	+$120	0.02%	108
2020 Q4	$42K	Buy	745 +3	+0.4%	+$158	0.02%	101
2020 Q3	$34K	Buy	742 +3	+0.4%	+$146	0.02%	102
2020 Q2	$34K	Buy	739 +3	+0.4%	+$133	0.02%	100
2020 Q1	$28K	Buy	736 +3	+0.4%	+$147	0.02%	100
2019 Q4	$42K	Buy	+733	New	+$39.9K	0.03%	107

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

Gleason Group's DCI Position: Q2 2026 in Review

Gleason Group increased its Donaldson (DCI) stake by 0.37% in Q2 2026, buying an estimated $258 and bringing the position to 811 shares worth $72.8K. The position accounts for 0.01% of the portfolio, ranked #120.

Gleason Group first reported a position in DCI in Q4 2019 and has held it in 27 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

Gleason Group held 811 shares of Donaldson worth $72.8K as of Q2 2026.
Gleason Group bought 3 Donaldson shares in Q2 2026, an estimated $258.
Donaldson made up 0.01% of Gleason Group's portfolio in Q2 2026, its #120 holding.
Gleason Group first reported a position in Donaldson in Q4 2019 and has held it in 27 quarters since.
626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.