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 Q2	$3.14M	Sell	34,964 -1,580,385	-98%	-$136M	0.01%	339
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 $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

William Blair Investment Management's DCI Position: Q2 2026 in Review

William Blair Investment Management reduced its Donaldson (DCI) stake by 98% in Q2 2026, selling an estimated $136M and leaving 34,964 shares worth $3.14M. The position accounts for 0.01% of the portfolio, ranked #339.

William Blair Investment Management first reported a position in DCI in Q2 2018 and has held it in 20 quarters since. The position peaked at $151M in Q4 2025. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

William Blair Investment Management held 34,964 shares of Donaldson worth $3.14M as of Q2 2026.
William Blair Investment Management sold 1,580,385 Donaldson shares in Q2 2026, an estimated $136M.
Donaldson made up 0.01% of William Blair Investment Management's portfolio in Q2 2026, its #339 holding.
William Blair Investment Management first reported a position in Donaldson in Q2 2018 and has held it in 20 quarters since.
William Blair Investment Management's Donaldson position peaked at $151M in Q4 2025.
631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.