William Blair Investment Management’s Donaldson DCI Stock Holding History

William Blair Investment 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 Q1	$137M	Sell	1,615,349 -92,523	-5%	-$8.94M	0.45%	59
2025 Q4	$151M	Buy	1,707,872 +1,701,387	+26,236%	+$148M	0.42%	57
2025 Q3	$531K	Sell	6,485 -213	-3%	-$16.1K	﹤0.01%	365
2025 Q2	$465K	Sell	6,698 -111	-2%	-$7.47K	﹤0.01%	382
2025 Q1	$457K	Buy	+6,809	New	+$471K	﹤0.01%	381
2021 Q4	–	Sell	-36,849	Closed	-$2.12M	–	432
2021 Q3	$2.12M	Hold	36,849	–	–	0.01%	379
2021 Q2	$2.34M	Hold	36,849	–	–	0.01%	285
2021 Q1	$2.14M	Hold	36,849	–	–	0.01%	359
2020 Q4	$2.06M	Sell	36,849 -5,070	-12%	-$268K	0.01%	349
2020 Q3	$1.95M	Hold	41,919	–	–	0.01%	337
2020 Q2	$1.95M	Hold	41,919	–	–	0.01%	331
2020 Q1	$1.62M	Hold	41,919	–	–	0.01%	324
2019 Q4	$2.42M	Hold	41,919	–	–	0.01%	342
2019 Q3	$2.18M	Hold	41,919	–	–	0.01%	341
2019 Q2	$2.13M	Sell	41,919 -39,559	-49%	-$2.01M	0.01%	352
2019 Q1	$4.08M	Sell	81,478 -6,232	-7%	-$301K	0.02%	348
2018 Q4	$3.81M	Sell	87,710 -1,541,753	-95%	-$79.7M	0.02%	347
2018 Q3	$94.9M	Buy	1,629,463 +85,798	+6%	+$4.31M	0.33%	96
2018 Q2	$69.7M	Buy	+1,543,665	New	+$71.3M	0.26%	118

Other funds holding DCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management's DCI Position: Q1 2026 in Review

William Blair Investment Management reduced its Donaldson (DCI) stake by 5.4% in Q1 2026, selling an estimated $8.94M and leaving 1,615,349 shares worth $137M. The position accounts for 0.45% of the portfolio, ranked #59.

William Blair Investment Management first reported a position in DCI in Q2 2018 and has held it in 19 quarters since. The position peaked at $151M in Q4 2025. 606 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

William Blair Investment Management held 1,615,349 shares of Donaldson worth $137M as of Q1 2026.
William Blair Investment Management sold 92,523 Donaldson shares in Q1 2026, an estimated $8.94M.
Donaldson made up 0.45% of William Blair Investment Management's portfolio in Q1 2026, its #59 holding.
William Blair Investment Management first reported a position in Donaldson in Q2 2018 and has held it in 19 quarters since.
William Blair Investment Management's Donaldson position peaked at $151M in Q4 2025.
606 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on William Blair Investment Management's 13F filing for Q1 2026, filed 8 May 2026.