United Services Automobile Association’s Donaldson DCI Stock Holding History

United Services Automobile Association’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 Q2	–	Sell	-7,704	Closed	-$517K	–	281
2025 Q1	$517K	Buy	+7,704	New	+$533K	0.02%	521
2023 Q1	–	Sell	-13,905	Closed	-$818K	–	376
2022 Q4	$818K	Hold	13,905	–	–	0.02%	325
2022 Q3	$681K	Buy	13,905 +690	+5%	+$36K	0.02%	347
2022 Q2	$635K	Buy	+13,215	New	+$666K	0.02%	373
2019 Q3	–	Sell	-19,470	Closed	-$990K	–	763
2019 Q2	$990K	Sell	19,470 -538	-3%	-$27.4K	﹤0.01%	1319
2019 Q1	$1M	Hold	20,008	–	–	﹤0.01%	1317
2018 Q4	$868K	Hold	20,008	–	–	﹤0.01%	1322
2018 Q3	$1.17M	Sell	20,008 -118,561	-86%	-$5.95M	﹤0.01%	1292
2018 Q2	$6.25M	Hold	138,569	–	–	0.02%	724
2018 Q1	$6.24M	Buy	138,569 +20,008	+17%	+$958K	0.02%	730
2017 Q4	$5.8M	Hold	118,561	–	–	0.02%	754
2017 Q3	$5.45M	Hold	118,561	–	–	0.02%	741
2017 Q2	$5.4M	Buy	+118,561	New	+$5.46M	0.02%	731

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

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

United Services Automobile Association's DCI Position: Q2 2025 in Review

United Services Automobile Association sold out of Donaldson (DCI) in Q2 2025, closing a stake of 7,704 shares — an estimated $517K sold.

United Services Automobile Association first reported a position in DCI in Q2 2017 and held it in 13 quarters. The position peaked at $6.25M in Q2 2018. 528 funds tracked by Wall St. Rank hold DCI as of Q2 2025.

United Services Automobile Association reported no remaining Donaldson position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 7,704 Donaldson shares in Q2 2025, an estimated $517K.
United Services Automobile Association first reported a position in Donaldson in Q2 2017 and held it in 13 quarters.
United Services Automobile Association's Donaldson position peaked at $6.25M in Q2 2018.
528 funds tracked by Wall St. Rank held Donaldson as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.