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Swiss Life Asset Management’s Donaldson DCI Stock Holding History

Swiss Life Asset 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 		$935K Buy
10,414
+3,104
+42% +$267K ﹤0.01% 722
2026
Q1 		$620K Sell
7,310
-919
-11% -$88.7K ﹤0.01% 786
2025
Q4 		$730K Buy
8,229
+2,996
+57% +$260K ﹤0.01% 698
2025
Q3 		$428K Buy
5,233
+2,146
+70% +$162K ﹤0.01% 763
2025
Q2 		$214K Buy
+3,087
New +$208K ﹤0.01% 798

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Swiss Life Asset Management's DCI Position: Q2 2026 in Review

Swiss Life Asset Management increased its Donaldson (DCI) stake by 42% in Q2 2026, buying an estimated $267K and bringing the position to 10,414 shares worth $935K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Swiss Life Asset Management first reported a position in DCI in Q2 2025 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Swiss Life Asset Management held 10,414 shares of Donaldson worth $935K as of Q2 2026.
  • Swiss Life Asset Management bought 3,104 Donaldson shares in Q2 2026, an estimated $267K.
  • Donaldson made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #722 holding.
  • Swiss Life Asset Management first reported a position in Donaldson in Q2 2025 and has held it in 5 quarters since.
  • 510 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.