IFP Advisors’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 | $105K | Sell |
1,167
-597
| -34% | -$51.4K | ﹤0.01% | 1953 |
|
|
2026
Q1 | $150K | Buy |
1,764
+601
| +52% | +$58K | ﹤0.01% | 1559 |
|
|
2025
Q4 | $103K | Hold |
1,163
| – | – | ﹤0.01% | 1768 |
|
|
2025
Q3 | $95.2K | Sell |
1,163
-697
| -37% | -$52.6K | ﹤0.01% | 1710 |
|
|
2025
Q2 | $178K | Sell |
1,860
-1,628
| -47% | -$110K | 0.01% | 1326 |
|
|
2025
Q1 | $234K | Buy |
3,488
+743
| +27% | +$51.4K | 0.01% | 1101 |
|
|
2024
Q4 | $185K | Buy |
2,745
+1,334
| +95% | +$98.4K | 0.01% | 1153 |
|
|
2024
Q3 | $104K | Sell |
1,411
-191
| -12% | -$13.8K | ﹤0.01% | 1387 |
|
|
2024
Q2 | $115K | Hold |
1,602
| – | – | ﹤0.01% | 1308 |
|
|
2024
Q1 | $120K | Sell |
1,602
-113
| -7% | -$7.69K | 0.01% | 1212 |
|
|
2023
Q4 | $112K | Buy |
1,715
+121
| +8% | +$7.37K | 0.01% | 1195 |
|
|
2023
Q3 | $95.1K | Buy |
1,594
+904
| +131% | +$56K | ﹤0.01% | 1274 |
|
|
2023
Q2 | $43.1K | Hold |
690
| – | – | ﹤0.01% | 1671 |
|
|
2023
Q1 | $31.9K | Sell |
690
-260
| -27% | -$16.3K | ﹤0.01% | 1795 |
|
|
2022
Q4 | $44K | Sell |
950
-647
| -41% | -$37.1K | ﹤0.01% | 2327 |
|
|
2022
Q3 | $74K | Buy |
1,597
+291
| +22% | +$15.2K | ﹤0.01% | 2071 |
|
|
2022
Q2 | $61K | Hold |
1,306
| – | – | ﹤0.01% | 2007 |
|
|
2022
Q1 | $61K | Buy |
1,306
+689
| +112% | +$37.5K | ﹤0.01% | 2007 |
|
|
2021
Q4 | $37K | Hold |
617
| – | – | ﹤0.01% | 1664 |
|
|
2021
Q3 | $35K | Hold |
617
| – | – | ﹤0.01% | 1731 |
|
|
2021
Q2 | $39K | Sell |
617
-11
| -2% | -$680 | ﹤0.01% | 1630 |
|
|
2021
Q1 | $37K | Sell |
628
-39
| -6% | -$2.33K | ﹤0.01% | 1584 |
|
|
2020
Q4 | $38K | Hold |
667
| – | – | ﹤0.01% | 1546 |
|
|
2020
Q3 | $32K | Hold |
667
| – | – | ﹤0.01% | 1445 |
|
|
2020
Q2 | $32K | Buy |
667
+16
| +2% | +$707 | ﹤0.01% | 1397 |
|
|
2020
Q1 | $25K | Sell |
651
-22
| -3% | -$1.08K | ﹤0.01% | 1396 |
|
|
2019
Q4 | $39K | Buy |
673
+55
| +9% | +$2.99K | ﹤0.01% | 1354 |
|
|
2019
Q3 | $32K | Buy |
+618
| New | +$30.6K | ﹤0.01% | 1563 |
|
|
2019
Q1 | – | Sell |
-635
| Closed | -$27K | – | 2584 |
|
|
2018
Q4 | $27K | Sell |
635
-335
| -35% | -$17.3K | ﹤0.01% | 1951 |
|
|
2018
Q3 | $57K | Sell |
970
-36
| -4% | -$1.81K | ﹤0.01% | 1824 |
|
|
2018
Q2 | $45K | Buy |
1,006
+614
| +157% | +$28.3K | ﹤0.01% | 1979 |
|
|
2018
Q1 | $19K | Hold |
392
| – | – | ﹤0.01% | 2407 |
|
|
2017
Q4 | $19K | Buy |
392
+36
| +10% | +$1.72K | ﹤0.01% | 2443 |
|
|
2017
Q3 | $16K | Hold |
356
| – | – | ﹤0.01% | 2743 |
|
|
2017
Q2 | $16K | Hold |
356
| – | – | ﹤0.01% | 2701 |
|
|
2017
Q1 | $16K | Sell |
356
-7
| -2% | -$303 | ﹤0.01% | 2632 |
|
|
2016
Q4 | $15K | Buy |
363
+1
| +0.3% | +$40 | ﹤0.01% | 2650 |
|
|
2016
Q3 | $14K | Buy |
362
+230
| +174% | +$8.38K | ﹤0.01% | 2623 |
|
|
2016
Q2 | $5K | Buy |
+132
| New | +$4.41K | ﹤0.01% | 3131 |
|
|
2016
Q1 | – | Sell |
-123
| Closed | -$4K | – | 2588 |
|
|
2015
Q4 | $4K | Buy |
+123
| New | +$3.62K | ﹤0.01% | 3060 |
|
Other funds holding DCI
IFP Advisors's DCI Position: Q2 2026 in Review
IFP Advisors reduced its Donaldson (DCI) stake by 34% in Q2 2026, selling an estimated $51.4K and leaving 1,167 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.
IFP Advisors first reported a position in DCI in Q4 2015 and has held it in 40 quarters since. The position peaked at $234K in Q1 2025. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.
- IFP Advisors held 1,167 shares of Donaldson worth $105K as of Q2 2026.
- IFP Advisors sold 597 Donaldson shares in Q2 2026, an estimated $51.4K.
- Donaldson made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1953 holding.
- IFP Advisors first reported a position in Donaldson in Q4 2015 and has held it in 40 quarters since.
- IFP Advisors's Donaldson position peaked at $234K in Q1 2025.
- 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.