Continuum Advisory’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
$2.6K Buy
+29
New +$2.49K ﹤0.01% 1666
2025
Q2
Sell
-249
Closed -$16.7K 668
2025
Q1
$16.7K Buy
+249
New +$17.2K ﹤0.01% 892

Other funds holding DCI

Continuum Advisory's DCI Position: Q2 2026 in Review

Continuum Advisory opened a new position in Donaldson (DCI) in Q2 2026: 29 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #1666 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in DCI as recently as Q1 2025.

Continuum Advisory first reported a position in DCI in Q1 2025 and has held it in 2 quarters since. The position peaked at $16.7K in Q1 2025. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Continuum Advisory held 29 shares of Donaldson worth $2.6K as of Q2 2026.
  • Donaldson was a new Continuum Advisory position in Q2 2026.
  • Donaldson made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1666 holding.
  • Continuum Advisory first reported a position in Donaldson in Q1 2025 and has held it in 2 quarters since.
  • Continuum Advisory's Donaldson position peaked at $16.7K in Q1 2025.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.