Hughes Financial Services’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
$1.17K Buy
13
+6
+86% +$516 ﹤0.01% 881
2026
Q1
$594 Hold
7
﹤0.01% 899
2025
Q4
$621 Hold
7
﹤0.01% 876
2025
Q3
$615 Hold
7
﹤0.01% 864
2025
Q2
$505 Sell
7
-14
-67% -$942 ﹤0.01% 961
2025
Q1
$1.42K Buy
+21
New +$1.45K ﹤0.01% 646

Other funds holding DCI

Hughes Financial Services's DCI Position: Q2 2026 in Review

Hughes Financial Services increased its Donaldson (DCI) stake by 86% in Q2 2026, buying an estimated $516 and bringing the position to 13 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Hughes Financial Services first reported a position in DCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.42K in Q1 2025. 137 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Hughes Financial Services held 13 shares of Donaldson worth $1.17K as of Q2 2026.
  • Hughes Financial Services bought 6 Donaldson shares in Q2 2026, an estimated $516.
  • Donaldson made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #881 holding.
  • Hughes Financial Services first reported a position in Donaldson in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's Donaldson position peaked at $1.42K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.