Mercer Global Advisors
DCI icon

Mercer Global Advisors’s Donaldson DCI Stock Holding History

Mercer Global Advisors’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 		$2.06M Buy
22,960
+3,785
+20% +$326K ﹤0.01% 1313
2026
Q1 		$1.63M Sell
19,175
-194
-1% -$18.7K ﹤0.01% 1296
2025
Q4 		$1.72M Buy
19,369
+2,917
+18% +$253K ﹤0.01% 1181
2025
Q3 		$1.35M Buy
16,452
+6,826
+71% +$515K ﹤0.01% 1228
2025
Q2 		$668K Sell
9,626
-1,137
-11% -$76.5K ﹤0.01% 1415
2025
Q1 		$722K Buy
10,763
+3,945
+58% +$273K ﹤0.01% 1290
2024
Q4 		$459K Buy
+6,818
New +$503K ﹤0.01% 1494
2022
Q1 		– Sell
-3,435
Closed -$204K – 1888
2021
Q4 		$204K Buy
+3,435
New +$203K ﹤0.01% 1650
2021
Q3 		– Sell
-3,967
Closed -$252K – 1768
2021
Q2 		$252K Buy
3,967
+472
+14% +$29.2K ﹤0.01% 1460
2021
Q1 		$203K Buy
+3,495
New +$209K ﹤0.01% 1474

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

Mercer Global Advisors's DCI Position: Q2 2026 in Review

Mercer Global Advisors increased its Donaldson (DCI) stake by 20% in Q2 2026, buying an estimated $326K and bringing the position to 22,960 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Mercer Global Advisors first reported a position in DCI in Q1 2021 and has held it in 10 quarters since. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Mercer Global Advisors held 22,960 shares of Donaldson worth $2.06M as of Q2 2026.
  • Mercer Global Advisors bought 3,785 Donaldson shares in Q2 2026, an estimated $326K.
  • Donaldson made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1313 holding.
  • Mercer Global Advisors first reported a position in Donaldson in Q1 2021 and has held it in 10 quarters since.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.