LPL Financial’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 | $4.55M | Sell |
50,668
-4,972
| -9% | -$428K | ﹤0.01% | 2896 |
|
|
2026
Q1 | $4.72M | Buy |
55,640
+1,668
| +3% | +$161K | ﹤0.01% | 2671 |
|
|
2025
Q4 | $4.79M | Sell |
53,972
-8,486
| -14% | -$737K | ﹤0.01% | 2571 |
|
|
2025
Q3 | $5.11M | Sell |
62,458
-3,273
| -5% | -$247K | ﹤0.01% | 2437 |
|
|
2025
Q2 | $4.56M | Sell |
65,731
-4,127
| -6% | -$278K | ﹤0.01% | 2386 |
|
|
2025
Q1 | $4.68M | Buy |
69,858
+2,053
| +3% | +$142K | ﹤0.01% | 2203 |
|
|
2024
Q4 | $4.57M | Buy |
67,805
+1,473
| +2% | +$109K | ﹤0.01% | 2150 |
|
|
2024
Q3 | $4.89M | Sell |
66,332
-6,060
| -8% | -$438K | ﹤0.01% | 2012 |
|
|
2024
Q2 | $5.18M | Sell |
72,392
-6,694
| -8% | -$491K | ﹤0.01% | 1815 |
|
|
2024
Q1 | $5.91M | Buy |
79,086
+6,620
| +9% | +$450K | ﹤0.01% | 1661 |
|
|
2023
Q4 | $4.74M | Buy |
72,466
+2,775
| +4% | +$169K | ﹤0.01% | 1719 |
|
|
2023
Q3 | $4.16M | Buy |
69,691
+8,237
| +13% | +$510K | ﹤0.01% | 1705 |
|
|
2023
Q2 | $3.84M | Buy |
61,454
+12,127
| +25% | +$759K | ﹤0.01% | 1741 |
|
|
2023
Q1 | $3.22M | Sell |
49,327
-1,577
| -3% | -$99.1K | ﹤0.01% | 1798 |
|
|
2022
Q4 | $3M | Sell |
50,904
-3,423
| -6% | -$196K | ﹤0.01% | 1777 |
|
|
2022
Q3 | $2.66M | Sell |
54,327
-2,045
| -4% | -$107K | ﹤0.01% | 1780 |
|
|
2022
Q2 | $2.71M | Sell |
56,372
-28,166
| -33% | -$1.42M | ﹤0.01% | 1789 |
|
|
2022
Q1 | $4.39M | Buy |
84,538
+1,024
| +1% | +$55.7K | ﹤0.01% | 1527 |
|
|
2021
Q4 | $4.95M | Sell |
83,514
-1,951
| -2% | -$116K | ﹤0.01% | 1469 |
|
|
2021
Q3 | $4.91M | Sell |
85,465
-3,493
| -4% | -$225K | ﹤0.01% | 1402 |
|
|
2021
Q2 | $5.65M | Buy |
88,958
+4,290
| +5% | +$265K | 0.01% | 1252 |
|
|
2021
Q1 | $4.92M | Sell |
84,668
-1,213
| -1% | -$72.5K | 0.01% | 1240 |
|
|
2020
Q4 | $4.8M | Buy |
85,881
+59,283
| +223% | +$3.13M | 0.01% | 1141 |
|
|
2020
Q3 | $1.24M | Buy |
26,598
+16,769
| +171% | +$815K | ﹤0.01% | 1774 |
|
|
2020
Q2 | $457K | Buy |
9,829
+287
| +3% | +$12.7K | ﹤0.01% | 2474 |
|
|
2020
Q1 | $369K | Buy |
9,542
+738
| +8% | +$36.1K | ﹤0.01% | 2319 |
|
|
2019
Q4 | $507K | Buy |
8,804
+1,508
| +21% | +$82.1K | ﹤0.01% | 2364 |
|
|
2019
Q3 | $380K | Buy |
7,296
+59
| +0.8% | +$2.92K | ﹤0.01% | 2489 |
|
|
2019
Q2 | $368K | Buy |
7,237
+68
| +0.9% | +$3.46K | ﹤0.01% | 2527 |
|
|
2019
Q1 | $359K | Buy |
7,169
+486
| +7% | +$23.5K | ﹤0.01% | 2484 |
|
|
2018
Q4 | $290K | Sell |
6,683
-995
| -13% | -$51.4K | ﹤0.01% | 2493 |
|
|
2018
Q3 | $447K | Buy |
7,678
+444
| +6% | +$22.3K | ﹤0.01% | 2328 |
|
|
2018
Q2 | $326K | Sell |
7,234
-1,566
| -18% | -$72.3K | ﹤0.01% | 2573 |
|
|
2018
Q1 | $396K | Buy |
8,800
+1,505
| +21% | +$72.1K | ﹤0.01% | 2358 |
|
|
2017
Q4 | $357K | Buy |
+7,295
| New | +$348K | ﹤0.01% | 2341 |
|
Other funds holding DCI
LPL Financial's DCI Position: Q2 2026 in Review
LPL Financial reduced its Donaldson (DCI) stake by 8.9% in Q2 2026, selling an estimated $428K and leaving 50,668 shares worth $4.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2896.
LPL Financial first reported a position in DCI in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.91M in Q1 2024. 626 funds tracked by Wall St. Rank hold DCI as of Q2 2026.
- LPL Financial held 50,668 shares of Donaldson worth $4.55M as of Q2 2026.
- LPL Financial sold 4,972 Donaldson shares in Q2 2026, an estimated $428K.
- Donaldson made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2896 holding.
- LPL Financial first reported a position in Donaldson in Q4 2017 and has held it in 35 quarters since.
- LPL Financial's Donaldson position peaked at $5.91M in Q1 2024.
- 626 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.