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Mather Group’s Donaldson DCI Stock Holding History

Mather 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 		$11.8K Hold
131
– – ﹤0.01% 1465
2026
Q1 		$11.1K Buy
+131
New +$12.7K ﹤0.01% 1420
2025
Q4 		– Sell
-148
Closed -$12.1K – 887
2025
Q3 		$12.1K Buy
+148
New +$11.2K ﹤0.01% 1227
2025
Q2 		– Sell
-173
Closed -$11.6K – 881
2025
Q1 		$11.6K Sell
173
-23
-12% -$1.59K ﹤0.01% 1215
2024
Q4 		$13.2K Buy
196
+97
+98% +$7.15K ﹤0.01% 1173
2024
Q3 		$7.3K Sell
99
-404
-80% -$29.2K ﹤0.01% 1232
2024
Q2 		$37.6K Buy
503
+404
+408% +$29.6K ﹤0.01% 1078
2024
Q1 		$6.47K Buy
+99
New +$6.74K ﹤0.01% 1300

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

Mather Group's DCI Position: Q2 2026 in Review

Mather Group held its Donaldson (DCI) position steady in Q2 2026 at 131 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Mather Group first reported a position in DCI in Q1 2024 and has held it in 8 quarters since. The position peaked at $37.6K in Q2 2024. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Mather Group held 131 shares of Donaldson worth $11.8K as of Q2 2026.
  • Mather Group left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1465 holding.
  • Mather Group first reported a position in Donaldson in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Donaldson position peaked at $37.6K in Q2 2024.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.