Advisornet Financial’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 | $23.7K | Hold |
264
| – | – | ﹤0.01% | 1338 |
|
|
2026
Q1 | $22.4K | Hold |
264
| – | – | ﹤0.01% | 1303 |
|
|
2025
Q4 | $23.4K | Hold |
264
| – | – | ﹤0.01% | 1274 |
|
|
2025
Q3 | $21.6K | Sell |
264
-1
| -0.4% | -$75 | ﹤0.01% | 1276 |
|
|
2025
Q2 | $18.4K | Sell |
265
-14
| -5% | -$942 | ﹤0.01% | 1296 |
|
|
2025
Q1 | $18.7K | Buy |
279
+29
| +12% | +$2.01K | ﹤0.01% | 1220 |
|
|
2024
Q4 | $16.8K | Hold |
250
| – | – | ﹤0.01% | 1190 |
|
|
2024
Q3 | $18.4K | Hold |
250
| – | – | ﹤0.01% | 1226 |
|
|
2024
Q2 | $17.9K | Buy |
+250
| New | +$18.3K | ﹤0.01% | 1134 |
|
|
2024
Q1 | – | Sell |
-732
| Closed | -$47.8K | – | 2158 |
|
|
2023
Q4 | $47.8K | Sell |
732
-697
| -49% | -$42.5K | ﹤0.01% | 816 |
|
|
2023
Q3 | $85.2K | Sell |
1,429
-325
| -19% | -$20.1K | 0.01% | 655 |
|
|
2023
Q2 | $110K | Buy |
1,754
+323
| +23% | +$20.2K | 0.01% | 630 |
|
|
2023
Q1 | $93.5K | Buy |
1,431
+3
| +0.2% | +$189 | 0.01% | 641 |
|
|
2022
Q4 | $84.1K | Buy |
1,428
+28
| +2% | +$1.6K | 0.01% | 662 |
|
|
2022
Q3 | $69K | Hold |
1,400
| – | – | 0.01% | 753 |
|
|
2022
Q2 | $67K | Sell |
1,400
-41,743
| -97% | -$2.1M | 0.01% | 788 |
|
|
2022
Q1 | $2.24M | Sell |
43,143
-283
| -0.7% | -$15.4K | 0.14% | 144 |
|
|
2021
Q4 | $2.57M | Sell |
43,426
-340
| -0.8% | -$20.1K | 0.16% | 126 |
|
|
2021
Q3 | $2.51M | Sell |
43,766
-15,563
| -26% | -$1M | 0.17% | 117 |
|
|
2021
Q2 | $3.77M | Buy |
59,329
+26,131
| +79% | +$1.61M | 0.25% | 94 |
|
|
2021
Q1 | $1.93M | Sell |
33,198
-4,966
| -13% | -$297K | 0.14% | 157 |
|
|
2020
Q4 | $2.13M | Sell |
38,164
-3,550
| -9% | -$187K | 0.17% | 131 |
|
|
2020
Q3 | $1.94M | Sell |
41,714
-5,349
| -11% | -$260K | 0.17% | 136 |
|
|
2020
Q2 | $2.19M | Sell |
47,063
-925
| -2% | -$40.9K | 0.18% | 129 |
|
|
2020
Q1 | $1.85M | Buy |
47,988
+10,336
| +27% | +$506K | 0.17% | 123 |
|
|
2019
Q4 | $2.17M | Buy |
37,652
+5,019
| +15% | +$273K | 0.18% | 116 |
|
|
2019
Q3 | $1.7M | Hold |
32,633
| – | – | 0.16% | 134 |
|
|
2019
Q2 | $1.66M | Buy |
32,633
+1,611
| +5% | +$81.9K | 0.18% | 121 |
|
|
2019
Q1 | $1.55M | Sell |
31,022
-1,564
| -5% | -$75.5K | 0.19% | 120 |
|
|
2018
Q4 | $1.41M | Sell |
32,586
-66
| -0.2% | -$3.41K | 0.2% | 111 |
|
|
2018
Q3 | $1.9M | Buy |
32,652
+24,057
| +280% | +$1.21M | 0.24% | 94 |
|
|
2018
Q2 | $388K | Buy |
8,595
+6,073
| +241% | +$280K | 0.05% | 277 |
|
|
2018
Q1 | $114K | Hold |
2,522
| – | – | 0.02% | 499 |
|
|
2017
Q4 | $123K | Buy |
+2,522
| New | +$120K | 0.02% | 437 |
|
Other funds holding DCI
Advisornet Financial's DCI Position: Q2 2026 in Review
Advisornet Financial held its Donaldson (DCI) position steady in Q2 2026 at 264 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.
Advisornet Financial first reported a position in DCI in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.77M in Q2 2021. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.
- Advisornet Financial held 264 shares of Donaldson worth $23.7K as of Q2 2026.
- Advisornet Financial left its Donaldson share count unchanged in Q2 2026.
- Donaldson made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1338 holding.
- Advisornet Financial first reported a position in Donaldson in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Donaldson position peaked at $3.77M in Q2 2021.
- 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.