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GW&K Investment Management’s Donaldson DCI Stock Holding History

GW&K Investment Management’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
-213,631
Closed -$14.3M – 1004
2025
Q1 		$14.3M Buy
213,631
+4,205
+2% +$291K 0.13% 235
2024
Q4 		$14.1M Buy
209,426
+10,100
+5% +$745K 0.12% 247
2024
Q3 		$14.7M Buy
199,326
+2,800
+1% +$202K 0.13% 235
2024
Q2 		$14.1M Buy
196,526
+13,800
+8% +$1.01M 0.13% 225
2024
Q1 		$13.6M Sell
182,726
-3,250
-2% -$221K 0.12% 229
2023
Q4 		$12.2M Sell
185,976
-8,505
-4% -$518K 0.11% 232
2023
Q3 		$11.6M Buy
194,481
+35,395
+22% +$2.19M 0.12% 223
2023
Q2 		$9.94M Buy
159,086
+5,425
+4% +$339K 0.09% 230
2023
Q1 		$10M Buy
153,661
+20,356
+15% +$1.28M 0.1% 216
2022
Q4 		$7.85M Buy
133,305
+76,595
+135% +$4.39M 0.08% 228
2022
Q3 		$2.78M Sell
56,710
-2,850
-5% -$149K 0.03% 284
2022
Q2 		$2.87M Sell
59,560
-2,850
-5% -$144K 0.03% 282
2022
Q1 		$3.24M Sell
62,410
-1,315
-2% -$71.6K 0.03% 289
2021
Q4 		$3.78M Sell
63,725
-3,300
-5% -$195K 0.03% 285
2021
Q3 		$3.85M Buy
67,025
+255
+0.4% +$16.4K 0.03% 288
2021
Q2 		$4.24M Hold
66,770
– – 0.04% 292
2021
Q1 		$3.88M Sell
66,770
-1,100
-2% -$65.8K 0.04% 299
2020
Q4 		$3.79M Sell
67,870
-3,095
-4% -$163K 0.04% 295
2020
Q3 		$3.29M Buy
70,965
+25,985
+58% +$1.26M 0.04% 265
2020
Q2 		$2.09M Buy
44,980
+3,300
+8% +$146K 0.03% 276
2020
Q1 		$1.61M Buy
+41,680
New +$2.04M 0.03% 269
2015
Q2 		– Sell
-118,308
Closed -$4.46M – 225
2015
Q1 		$4.46M Buy
118,308
+9,533
+9% +$357K 0.1% 175
2014
Q4 		$4.2M Buy
108,775
+36,380
+50% +$1.45M 0.1% 168
2014
Q3 		$2.94M Buy
72,395
+5,107
+8% +$208K 0.08% 175
2014
Q2 		$2.85M Buy
67,288
+5,892
+10% +$246K 0.07% 173
2014
Q1 		$2.6M Buy
61,396
+4,879
+9% +$205K 0.07% 169
2013
Q4 		$2.46M Sell
56,517
-7,969
-12% -$325K 0.07% 162
2013
Q3 		$2.46M Buy
64,486
+2,722
+4% +$101K 0.08% 160
2013
Q2 		$2.2M Buy
+61,764
New +$2.24M 0.08% 159

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

GW&K Investment Management's DCI Position: Q2 2025 in Review

GW&K Investment Management sold out of Donaldson (DCI) in Q2 2025, closing a stake of 213,631 shares — an estimated $14.3M sold.

GW&K Investment Management first reported a position in DCI in Q2 2013 and held it in 29 quarters. The position peaked at $14.7M in Q3 2024. 526 funds tracked by Wall St. Rank hold DCI as of Q2 2025.

  • GW&K Investment Management reported no remaining Donaldson position as of Q2 2025 after selling out during the quarter.
  • GW&K Investment Management sold 213,631 Donaldson shares in Q2 2025, an estimated $14.3M.
  • GW&K Investment Management first reported a position in Donaldson in Q2 2013 and held it in 29 quarters.
  • GW&K Investment Management's Donaldson position peaked at $14.7M in Q3 2024.
  • 526 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.

Based on GW&K Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.