Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Donaldson DCI Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$6.18M Buy
68,824
+6,424
+10% +$553K 0.01% 858
2026
Q1 		$5.3M Sell
62,400
-8,531
-12% -$824K 0.01% 844
2025
Q4 		$6.31M Buy
70,931
+33,242
+88% +$2.89M 0.01% 793
2025
Q3 		$3.08M Buy
37,689
+4,087
+12% +$308K 0.01% 1092
2025
Q2 		$2.33M Sell
33,602
-10,638
-24% -$716K ﹤0.01% 1159
2025
Q1 		$2.97M Buy
+44,240
New +$3.06M 0.01% 1005

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Universal-Beteiligungs- und Servicegesellschaft's DCI Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Donaldson (DCI) stake by 10% in Q2 2026, buying an estimated $553K and bringing the position to 68,824 shares worth $6.18M. The position accounts for 0.01% of the portfolio, ranked #858.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in DCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.31M in Q4 2025. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 68,824 shares of Donaldson worth $6.18M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 6,424 Donaldson shares in Q2 2026, an estimated $553K.
  • Donaldson made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #858 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Donaldson in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Donaldson position peaked at $6.31M in Q4 2025.
  • 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.