MIM
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Morningstar Investment Management’s Donaldson DCI Stock Holding History

Morningstar 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
2026
Q2 		$686K Hold
8,088
– – 0.04% 232
2026
Q1 		$686K Sell
8,088
-1,512
-16% -$146K 0.04% 230
2025
Q4 		$851K Sell
9,600
-8
-0.1% -$695 0.05% 234
2025
Q3 		$786K Buy
+9,608
New +$724K 0.03% 386
2025
Q1 		– Sell
-3,985
Closed -$268K – 110
2024
Q4 		$268K Hold
3,985
– – 0.02% 171
2024
Q3 		$295K Buy
+3,985
New +$288K 0.03% 164

Other funds holding DCI

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Morningstar Investment Management's DCI Position: Q2 2026 in Review

Morningstar Investment Management held its Donaldson (DCI) position steady in Q2 2026 at 8,088 shares worth $686K. The position accounts for 0.04% of the portfolio, ranked #232.

Morningstar Investment Management first reported a position in DCI in Q3 2024 and has held it in 6 quarters since. The position peaked at $851K in Q4 2025. 175 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Morningstar Investment Management held 8,088 shares of Donaldson worth $686K as of Q2 2026.
  • Morningstar Investment Management left its Donaldson share count unchanged in Q2 2026.
  • Donaldson made up 0.04% of Morningstar Investment Management's portfolio in Q2 2026, its #232 holding.
  • Morningstar Investment Management first reported a position in Donaldson in Q3 2024 and has held it in 6 quarters since.
  • Morningstar Investment Management's Donaldson position peaked at $851K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.