Accredited Investors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $389K | Buy |
4,334
+3
| +0.1% | +$258 | 0.02% | 204 |
|
|
2026
Q1 | $368K | Sell |
4,331
-148
| -3% | -$14.3K | 0.02% | 185 |
|
|
2025
Q4 | $397K | Buy |
4,479
+153
| +4% | +$13.3K | 0.02% | 184 |
|
|
2025
Q3 | $354K | Sell |
4,326
-767
| -15% | -$57.8K | 0.02% | 180 |
|
|
2025
Q2 | $353K | Buy |
5,093
+429
| +9% | +$28.9K | 0.02% | 171 |
|
|
2025
Q1 | $313K | Buy |
4,664
+415
| +10% | +$28.7K | 0.02% | 170 |
|
|
2024
Q4 | $286K | Buy |
4,249
+359
| +9% | +$26.5K | 0.02% | 183 |
|
|
2024
Q3 | $287K | Buy |
3,890
+6
| +0.2% | +$434 | 0.02% | 183 |
|
|
2024
Q2 | $278K | Buy |
3,884
+4
| +0.1% | +$294 | 0.02% | 171 |
|
|
2024
Q1 | $290K | Buy |
3,880
+3
| +0.1% | +$204 | 0.02% | 167 |
|
|
2023
Q4 | $253K | Buy |
3,877
+4
| +0.1% | +$244 | 0.02% | 165 |
|
|
2023
Q3 | $231K | Buy |
3,873
+7
| +0.2% | +$433 | 0.02% | 166 |
|
|
2023
Q2 | $242K | Buy |
3,866
+8
| +0.2% | +$500 | 0.02% | 168 |
|
|
2023
Q1 | $252K | Buy |
3,858
+7
| +0.2% | +$440 | 0.02% | 163 |
|
|
2022
Q4 | $227K | Buy |
+3,851
| New | +$221K | 0.02% | 167 |
|
|
2022
Q1 | – | Sell |
-3,843
| Closed | -$228K | – | 183 |
|
|
2021
Q4 | $228K | Sell |
3,843
-10
| -0.3% | -$592 | 0.02% | 167 |
|
|
2021
Q3 | $221K | Buy |
3,853
+6
| +0.2% | +$387 | 0.02% | 158 |
|
|
2021
Q2 | $244K | Sell |
3,847
-96
| -2% | -$5.93K | 0.03% | 146 |
|
|
2021
Q1 | $229K | Buy |
3,943
+7
| +0.2% | +$419 | 0.03% | 143 |
|
|
2020
Q4 | $220K | Buy |
+3,936
| New | +$208K | 0.04% | 140 |
|
|
2020
Q1 | – | Sell |
-3,812
| Closed | -$220K | – | 135 |
|
|
2019
Q4 | $220K | Sell |
3,812
-1,114
| -23% | -$60.6K | 0.04% | 131 |
|
|
2019
Q3 | $257K | Sell |
4,926
-487
| -9% | -$24.1K | 0.05% | 117 |
|
|
2019
Q2 | $275K | Buy |
5,413
+116
| +2% | +$5.9K | 0.05% | 113 |
|
|
2019
Q1 | $265K | Hold |
5,297
| – | – | 0.05% | 114 |
|
|
2018
Q4 | $230K | Hold |
5,297
| – | – | 0.05% | 108 |
|
|
2018
Q3 | $309K | Hold |
5,297
| – | – | 0.08% | 94 |
|
|
2018
Q2 | $239K | Buy |
5,297
+1
| +0% | +$46 | 0.06% | 98 |
|
|
2018
Q1 | $239K | Hold |
5,296
| – | – | 0.07% | 91 |
|
|
2017
Q4 | $259K | Buy |
+5,296
| New | +$252K | 0.07% | 97 |
|
|
2017
Q3 | – | Sell |
-5,285
| Closed | -$241K | – | 118 |
|
|
2017
Q2 | $241K | Buy |
5,285
+11
| +0.2% | +$507 | 0.06% | 87 |
|
|
2017
Q1 | $240K | Sell |
5,274
-1,501
| -22% | -$65K | 0.06% | 89 |
|
|
2016
Q4 | $285K | Buy |
6,775
+11
| +0.2% | +$436 | 0.07% | 81 |
|
|
2016
Q3 | $252K | Buy |
6,764
+4
| +0.1% | +$146 | 0.07% | 82 |
|
|
2016
Q2 | $232K | Sell |
6,760
-2
| -0% | -$67 | 0.06% | 85 |
|
|
2016
Q1 | $216K | Buy |
+6,762
| New | +$199K | 0.06% | 87 |
|
|
2014
Q4 | – | Sell |
-14,220
| Closed | -$578K | – | 76 |
|
|
2014
Q3 | $578K | Buy |
+14,220
| New | +$579K | 0.17% | 36 |
|
Other funds holding DCI
Accredited Investors's DCI Position: Q2 2026 in Review
Accredited Investors increased its Donaldson (DCI) stake by 0.07% in Q2 2026, buying an estimated $258 and bringing the position to 4,334 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #204.
Accredited Investors first reported a position in DCI in Q3 2014 and has held it in 36 quarters since. The position peaked at $578K in Q3 2014. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.
- Accredited Investors held 4,334 shares of Donaldson worth $389K as of Q2 2026.
- Accredited Investors bought 3 Donaldson shares in Q2 2026, an estimated $258.
- Donaldson made up 0.02% of Accredited Investors's portfolio in Q2 2026, its #204 holding.
- Accredited Investors first reported a position in Donaldson in Q3 2014 and has held it in 36 quarters since.
- Accredited Investors's Donaldson position peaked at $578K in Q3 2014.
- 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.
Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.