Massachusetts Financial Services
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Massachusetts Financial Services’s Donaldson DCI Stock Holding History

Massachusetts Financial Services’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 		$150M Buy
1,635,889
+973,531
+147% +$83.7M 0.05% 328
2026
Q1 		$56.2M Buy
+662,358
New +$64M 0.02% 462

Other funds holding DCI

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Massachusetts Financial Services's DCI Position: Q2 2026 in Review

Massachusetts Financial Services increased its Donaldson (DCI) stake by 147% in Q2 2026, buying an estimated $83.7M and bringing the position to 1,635,889 shares worth $150M. The position accounts for 0.05% of the portfolio, ranked #328.

Massachusetts Financial Services first reported a position in DCI in Q1 2026 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Massachusetts Financial Services held 1,635,889 shares of Donaldson worth $150M as of Q2 2026.
  • Massachusetts Financial Services bought 973,531 Donaldson shares in Q2 2026, an estimated $83.7M.
  • Donaldson made up 0.05% of Massachusetts Financial Services's portfolio in Q2 2026, its #328 holding.
  • Massachusetts Financial Services first reported a position in Donaldson in Q1 2026 and has held it in 2 quarters since.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.