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Strategic Global Advisors’s Donaldson DCI Stock Holding History

Strategic 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
2025
Q3 		– Sell
-33,186
Closed -$2.3M – 145
2025
Q2 		$2.3M Buy
33,186
+2,180
+7% +$147K 0.37% 74
2025
Q1 		$2.08M Buy
+31,006
New +$2.14M 0.41% 71

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Strategic Global Advisors's DCI Position: Q3 2025 in Review

Strategic Global Advisors sold out of Donaldson (DCI) in Q3 2025, closing a stake of 33,186 shares — an estimated $2.3M sold.

Strategic Global Advisors first reported a position in DCI in Q1 2025 and held it in 2 quarters. The position peaked at $2.3M in Q2 2025. 562 funds tracked by Wall St. Rank hold DCI as of Q3 2025.

  • Strategic Global Advisors reported no remaining Donaldson position as of Q3 2025 after selling out during the quarter.
  • Strategic Global Advisors sold 33,186 Donaldson shares in Q3 2025, an estimated $2.3M.
  • Strategic Global Advisors first reported a position in Donaldson in Q1 2025 and held it in 2 quarters.
  • Strategic Global Advisors's Donaldson position peaked at $2.3M in Q2 2025.
  • 562 funds tracked by Wall St. Rank held Donaldson as of Q3 2025.

Based on Strategic Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.