Chicago Partners Investment Group’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 | $1.06M | Buy |
11,610
+1,546
| +15% | +$133K | 0.02% | 637 |
|
|
2026
Q1 | $869K | Sell |
10,064
-11
| -0.1% | -$1.06K | 0.02% | 612 |
|
|
2025
Q4 | $1.02M | Sell |
10,075
-147
| -1% | -$12.8K | 0.03% | 468 |
|
|
2025
Q3 | $846K | Buy |
10,222
+2,362
| +30% | +$178K | 0.02% | 477 |
|
|
2025
Q2 | $563K | Buy |
7,860
+2,881
| +58% | +$194K | 0.02% | 551 |
|
|
2025
Q1 | $329K | Buy |
4,979
+578
| +13% | +$40K | 0.01% | 654 |
|
|
2024
Q4 | $299K | Buy |
4,401
+737
| +20% | +$54.4K | 0.01% | 656 |
|
|
2024
Q3 | $271K | Buy |
3,664
+553
| +18% | +$40K | 0.01% | 653 |
|
|
2024
Q2 | $233K | Buy |
3,111
+1
| +0% | +$73 | 0.01% | 673 |
|
|
2024
Q1 | $225K | Buy |
+3,110
| New | +$212K | 0.01% | 663 |
|
|
2020
Q4 | – | Sell |
-5,000
| Closed | -$247K | – | 471 |
|
|
2020
Q3 | $247K | Hold |
5,000
| – | – | 0.03% | 349 |
|
|
2020
Q2 | $244K | Hold |
5,000
| – | – | 0.03% | 327 |
|
|
2020
Q1 | $211K | Sell |
5,000
-41
| -0.8% | -$2.01K | 0.03% | 323 |
|
|
2019
Q4 | $283K | Buy |
5,041
+41
| +0.8% | +$2.23K | 0.03% | 295 |
|
|
2019
Q3 | $263K | Hold |
5,000
| – | – | 0.04% | 283 |
|
|
2019
Q2 | $243K | Hold |
5,000
| – | – | 0.03% | 282 |
|
|
2019
Q1 | $268K | Hold |
5,000
| – | – | 0.04% | 258 |
|
|
2018
Q4 | $229K | Hold |
5,000
| – | – | 0.03% | 285 |
|
|
2018
Q3 | $253K | Hold |
5,000
| – | – | 0.04% | 262 |
|
|
2018
Q2 | $226K | Hold |
5,000
| – | – | 0.04% | 257 |
|
|
2018
Q1 | $225K | Hold |
5,000
| – | – | 0.04% | 235 |
|
|
2017
Q4 | $245K | Hold |
5,000
| – | – | 0.04% | 235 |
|
|
2017
Q3 | $230K | Buy |
+5,000
| New | +$231K | 0.04% | 241 |
|
|
2017
Q2 | – | Sell |
-5,000
| Closed | -$228K | – | 670 |
|
|
2017
Q1 | $228K | Hold |
5,000
| – | – | 0.06% | 176 |
|
|
2016
Q4 | $210K | Sell |
5,000
-5,000
| -50% | -$198K | 0.08% | 161 |
|
|
2016
Q3 | $373K | Hold |
10,000
| – | – | 0.15% | 110 |
|
|
2016
Q2 | $344K | Hold |
10,000
| – | – | 0.17% | 86 |
|
|
2016
Q1 | $319K | Hold |
10,000
| – | – | 0.17% | 85 |
|
|
2015
Q4 | $287K | Hold |
10,000
| – | – | 0.14% | 118 |
|
|
2015
Q3 | $281K | Hold |
10,000
| – | – | 0.16% | 95 |
|
|
2015
Q2 | $358K | Sell |
10,000
-194,999
| -95% | -$7.11M | 0.16% | 92 |
|
|
2015
Q1 | $7.92M | Sell |
204,999
-95,327
| -32% | -$3.57M | 3.5% | 3 |
|
|
2014
Q4 | $11.6M | Buy |
+300,326
| New | +$11.9M | 4.91% | 2 |
|
Other funds holding DCI
Chicago Partners Investment Group's DCI Position: Q2 2026 in Review
Chicago Partners Investment Group increased its Donaldson (DCI) stake by 15% in Q2 2026, buying an estimated $133K and bringing the position to 11,610 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #637.
Chicago Partners Investment Group first reported a position in DCI in Q4 2014 and has held it in 33 quarters since. The position peaked at $11.6M in Q4 2014. 629 funds tracked by Wall St. Rank hold DCI as of Q2 2026.
- Chicago Partners Investment Group held 11,610 shares of Donaldson worth $1.06M as of Q2 2026.
- Chicago Partners Investment Group bought 1,546 Donaldson shares in Q2 2026, an estimated $133K.
- Donaldson made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #637 holding.
- Chicago Partners Investment Group first reported a position in Donaldson in Q4 2014 and has held it in 33 quarters since.
- Chicago Partners Investment Group's Donaldson position peaked at $11.6M in Q4 2014.
- 629 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.
Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.