UBS Group’s Donaldson DCI Stock Holding History

UBS 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
2015 Q2	–	Sell	-100	Closed	-$4K	–	8542
2015 Q1	$4K	Hold	100	–	–	﹤0.01%	8206
2014 Q4	$4K	Buy	+100	New	+$3.97K	﹤0.01%	9097

Other funds holding DCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

UBS Group's DCI Position: Q2 2026 in Review

UBS Group increased its Donaldson (DCI) stake by 27% in Q2 2026, buying an estimated $13.9M and bringing the position to 769,822 shares worth $69.1M. The position accounts for 0.01% of the portfolio, ranked #1444.

UBS Group first reported a position in DCI in Q4 2014 and has held it in 47 quarters since. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

UBS Group held 769,822 shares of Donaldson worth $69.1M as of Q2 2026.
UBS Group bought 161,646 Donaldson shares in Q2 2026, an estimated $13.9M.
Donaldson made up 0.01% of UBS Group's portfolio in Q2 2026, its #1444 holding.
UBS Group first reported a position in Donaldson in Q4 2014 and has held it in 47 quarters since.
631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.