GC
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Globeflex Capital’s Donaldson DCI Stock Holding History

Globeflex Capital’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
2025
Q2 		– Sell
-8,200
Closed -$550K – 433
2025
Q1 		$550K Hold
8,200
– – 0.05% 249
2024
Q4 		$552K Sell
8,200
-15,346
-65% -$1.13M 0.05% 257
2024
Q3 		$1.74M Hold
23,546
– – 0.17% 125
2024
Q2 		$1.68M Hold
23,546
– – 0.18% 124
2024
Q1 		$1.76M Buy
+23,546
New +$1.6M 0.17% 129

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Globeflex Capital's DCI Position: Q2 2025 in Review

Globeflex Capital sold out of Donaldson (DCI) in Q2 2025, closing a stake of 8,200 shares — an estimated $550K sold.

Globeflex Capital first reported a position in DCI in Q1 2024 and held it in 5 quarters. The position peaked at $1.76M in Q1 2024. 527 funds tracked by Wall St. Rank hold DCI as of Q2 2025.

  • Globeflex Capital reported no remaining Donaldson position as of Q2 2025 after selling out during the quarter.
  • Globeflex Capital sold 8,200 Donaldson shares in Q2 2025, an estimated $550K.
  • Globeflex Capital first reported a position in Donaldson in Q1 2024 and held it in 5 quarters.
  • Globeflex Capital's Donaldson position peaked at $1.76M in Q1 2024.
  • 527 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.

Based on Globeflex Capital's 13F filing for Q2 2025, filed 14 Aug 2025.