URS
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Utah Retirement Systems’s Donaldson DCI Stock Holding History

Utah Retirement Systems’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 		$1.57M Sell
17,513
-1,392
-7% -$120K 0.02% 615
2026
Q1 		$1.6M Sell
18,905
-314
-2% -$30.3K 0.02% 613
2025
Q4 		$1.7M Hold
19,219
– – 0.02% 611
2025
Q3 		$1.57M Sell
19,219
-452
-2% -$34.1K 0.02% 627
2025
Q2 		$1.36M Sell
19,671
-205
-1% -$13.8K 0.01% 644
2025
Q1 		$1.33M Hold
19,876
– – 0.02% 649
2024
Q4 		$1.34M Hold
19,876
– – 0.01% 664
2024
Q3 		$1.46M Hold
19,876
– – 0.02% 647
2024
Q2 		$1.42M Sell
19,876
-1,100
-5% -$80.7K 0.02% 633
2024
Q1 		$1.57M Hold
20,976
– – 0.02% 632
2023
Q4 		$1.37M Buy
20,976
+100
+0.5% +$6.09K 0.02% 669
2023
Q3 		$1.25M Buy
20,876
+100
+0.5% +$6.19K 0.02% 674
2023
Q2 		$1.3M Sell
20,776
-1,400
-6% -$87.6K 0.02% 668
2023
Q1 		$1.45M Buy
22,176
+200
+0.9% +$12.6K 0.02% 632
2022
Q4 		$1.29M Hold
21,976
– – 0.02% 630
2022
Q3 		$1.08M Hold
21,976
– – 0.02% 662
2022
Q2 		$1.06M Hold
21,976
– – 0.02% 689
2022
Q1 		$1.14M Sell
21,976
-700
-3% -$38.1K 0.02% 728
2021
Q4 		$1.34M Sell
22,676
-100
-0.4% -$5.92K 0.02% 705
2021
Q3 		$1.31M Sell
22,776
-1,500
-6% -$96.7K 0.02% 716
2021
Q2 		$1.54M Sell
24,276
-100
-0.4% -$6.18K 0.02% 676
2021
Q1 		$1.42M Sell
24,376
-1,100
-4% -$65.8K 0.02% 685
2020
Q4 		$1.42M Buy
25,476
+1,100
+5% +$58.1K 0.02% 651
2020
Q3 		$1.13M Buy
24,376
+200
+0.8% +$9.72K 0.02% 661
2020
Q2 		$1.13M Buy
24,176
+200
+0.8% +$8.84K 0.02% 622
2020
Q1 		$926K Hold
23,976
– – 0.02% 618
2019
Q4 		$1.38M Sell
23,976
-300
-1% -$16.3K 0.02% 622
2019
Q3 		$1.26M Buy
24,276
+100
+0.4% +$4.95K 0.02% 635
2019
Q2 		$1.23M Hold
24,176
– – 0.02% 651
2019
Q1 		$1.21M Buy
24,176
+129
+0.5% +$6.23K 0.02% 644
2018
Q4 		$1.04M Hold
24,047
– – 0.02% 633
2018
Q3 		$1.4M Hold
24,047
– – 0.03% 599
2018
Q2 		$1.08M Sell
24,047
-100
-0.4% -$4.62K 0.02% 682
2018
Q1 		$1.09M Hold
24,147
– – 0.02% 661
2017
Q4 		$1.18M Sell
24,147
-100
-0.4% -$4.77K 0.02% 639
2017
Q3 		$1.11M Hold
24,247
– – 0.03% 637
2017
Q2 		$1.1M Buy
24,247
+1,100
+5% +$50.7K 0.03% 626
2017
Q1 		$1.05M Hold
23,147
– – 0.03% 631
2016
Q4 		$974K Buy
23,147
+100
+0.4% +$3.97K 0.02% 647
2016
Q3 		$861K Hold
23,047
– – 0.02% 689
2016
Q2 		$792K Sell
23,047
-1,400
-6% -$46.7K 0.02% 706
2016
Q1 		$780K Buy
24,447
+100
+0.4% +$2.94K 0.02% 697
2015
Q4 		$698K Hold
24,347
– – 0.02% 739
2015
Q3 		$684K Buy
24,347
+100
+0.4% +$3.21K 0.02% 760
2015
Q2 		$868K Sell
24,247
-1,200
-5% -$43.7K 0.02% 703
2015
Q1 		$959K Buy
25,447
+800
+3% +$30K 0.03% 654
2014
Q4 		$953K Hold
24,647
– – 0.03% 630
2014
Q3 		$1M Sell
24,647
-100
-0.4% -$4.07K 0.03% 590
2014
Q2 		$1.05M Sell
24,747
-1,600
-6% -$66.8K 0.03% 596
2014
Q1 		$1.12M Buy
26,347
+200
+0.8% +$8.41K 0.03% 557
2013
Q4 		$1.14M Hold
26,147
– – 0.03% 528
2013
Q3 		$997K Sell
26,147
-200
-0.8% -$7.4K 0.03% 551
2013
Q2 		$940K Buy
+26,347
New +$957K 0.03% 547

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

Utah Retirement Systems's DCI Position: Q2 2026 in Review

Utah Retirement Systems reduced its Donaldson (DCI) stake by 7.4% in Q2 2026, selling an estimated $120K and leaving 17,513 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #615.

Utah Retirement Systems first reported a position in DCI in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.7M in Q4 2025. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Utah Retirement Systems held 17,513 shares of Donaldson worth $1.57M as of Q2 2026.
  • Utah Retirement Systems sold 1,392 Donaldson shares in Q2 2026, an estimated $120K.
  • Donaldson made up 0.02% of Utah Retirement Systems's portfolio in Q2 2026, its #615 holding.
  • Utah Retirement Systems first reported a position in Donaldson in Q2 2013 and has held it in 53 quarters since.
  • Utah Retirement Systems's Donaldson position peaked at $1.7M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.