Creative Financial Designs’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 | $1.89K | Hold |
21
| – | – | ﹤0.01% | 1913 |
|
|
2026
Q1 | $1.78K | Hold |
21
| – | – | ﹤0.01% | 1799 |
|
|
2025
Q4 | $1.86K | Sell |
21
-10
| -32% | -$868 | ﹤0.01% | 1695 |
|
|
2025
Q3 | $2.54K | Sell |
31
-64
| -67% | -$4.83K | ﹤0.01% | 1663 |
|
|
2025
Q2 | $6.59K | Buy |
95
+10
| +12% | +$673 | ﹤0.01% | 1452 |
|
|
2025
Q1 | $5.7K | Hold |
85
| – | – | ﹤0.01% | 1456 |
|
|
2024
Q4 | $5.72K | Hold |
85
| – | – | ﹤0.01% | 1395 |
|
|
2024
Q3 | $6.26K | Hold |
85
| – | – | ﹤0.01% | 1324 |
|
|
2024
Q2 | $6.08K | Hold |
85
| – | – | ﹤0.01% | 1280 |
|
|
2024
Q1 | $6.35K | Hold |
85
| – | – | ﹤0.01% | 1258 |
|
|
2023
Q4 | $5.55K | Hold |
85
| – | – | ﹤0.01% | 1243 |
|
|
2023
Q3 | $5.07K | Buy |
85
+64
| +305% | +$3.96K | ﹤0.01% | 1185 |
|
|
2023
Q2 | $1.31K | Hold |
21
| – | – | ﹤0.01% | 1352 |
|
|
2023
Q1 | $1.37K | Hold |
21
| – | – | ﹤0.01% | 1285 |
|
|
2022
Q4 | $1.24K | Hold |
21
| – | – | ﹤0.01% | 1195 |
|
|
2022
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1218 |
|
|
2022
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 1179 |
|
|
2022
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 1199 |
|
|
2021
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1160 |
|
|
2021
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1353 |
|
|
2021
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 1372 |
|
|
2021
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 1257 |
|
|
2020
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1175 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1144 |
|
|
2020
Q2 | $1K | Buy |
+21
| New | +$928 | ﹤0.01% | 1088 |
|
|
2018
Q4 | – | Sell |
-21
| Closed | -$1K | – | 623 |
|
|
2018
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 684 |
|
|
2018
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 695 |
|
|
2018
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 646 |
|
|
2017
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 641 |
|
|
2017
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 675 |
|
|
2017
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 689 |
|
|
2017
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 645 |
|
|
2016
Q4 | $1K | Buy |
+21
| New | +$833 | ﹤0.01% | 644 |
|
Other funds holding DCI
Creative Financial Designs's DCI Position: Q2 2026 in Review
Creative Financial Designs held its Donaldson (DCI) position steady in Q2 2026 at 21 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.
Creative Financial Designs first reported a position in DCI in Q4 2016 and has held it in 33 quarters since. The position peaked at $6.59K in Q2 2025. 632 funds tracked by Wall St. Rank hold DCI as of Q2 2026.
- Creative Financial Designs held 21 shares of Donaldson worth $1.89K as of Q2 2026.
- Creative Financial Designs left its Donaldson share count unchanged in Q2 2026.
- Donaldson made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1913 holding.
- Creative Financial Designs first reported a position in Donaldson in Q4 2016 and has held it in 33 quarters since.
- Creative Financial Designs's Donaldson position peaked at $6.59K in Q2 2025.
- 632 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.