Raffa Wealth Management’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 | $1.79K | Hold |
20
| – | – | ﹤0.01% | 866 |
|
|
2026
Q1 | $1.7K | Buy |
20
+1
| +5% | +$97 | ﹤0.01% | 806 |
|
|
2025
Q4 | $1.69K | Hold |
19
| – | – | ﹤0.01% | 782 |
|
|
2025
Q3 | $1.55K | Hold |
19
| – | – | ﹤0.01% | 775 |
|
|
2025
Q2 | $1.32K | Hold |
19
| – | – | ﹤0.01% | 793 |
|
|
2025
Q1 | $1.27K | Hold |
19
| – | – | ﹤0.01% | 757 |
|
|
2024
Q4 | $1.28K | Hold |
19
| – | – | ﹤0.01% | 796 |
|
|
2024
Q3 | $1.4K | Hold |
19
| – | – | ﹤0.01% | 732 |
|
|
2024
Q2 | $1.36K | Hold |
19
| – | – | ﹤0.01% | 814 |
|
|
2024
Q1 | $1.42K | Hold |
19
| – | – | ﹤0.01% | 793 |
|
|
2023
Q4 | $1.24K | Hold |
19
| – | – | ﹤0.01% | 757 |
|
|
2023
Q3 | $1.13K | Hold |
19
| – | – | ﹤0.01% | 745 |
|
|
2023
Q2 | $1.19K | Hold |
19
| – | – | ﹤0.01% | 748 |
|
|
2023
Q1 | $1.24K | Hold |
19
| – | – | ﹤0.01% | 732 |
|
|
2022
Q4 | $1.12K | Hold |
19
| – | – | ﹤0.01% | 749 |
|
|
2022
Q3 | $931 | Hold |
19
| – | – | ﹤0.01% | 822 |
|
|
2022
Q2 | $915 | Hold |
19
| – | – | ﹤0.01% | 846 |
|
|
2022
Q1 | $987 | Hold |
19
| – | – | ﹤0.01% | 866 |
|
|
2021
Q4 | $1.13K | Hold |
19
| – | – | ﹤0.01% | 827 |
|
|
2021
Q3 | $1.09K | Hold |
19
| – | – | ﹤0.01% | 793 |
|
|
2021
Q2 | $1.21K | Hold |
19
| – | – | ﹤0.01% | 761 |
|
|
2021
Q1 | $1.1K | Hold |
19
| – | – | ﹤0.01% | 792 |
|
|
2020
Q4 | $1.06K | Hold |
19
| – | – | ﹤0.01% | 726 |
|
|
2020
Q3 | $882 | Hold |
19
| – | – | ﹤0.01% | 705 |
|
|
2020
Q2 | $884 | Hold |
19
| – | – | ﹤0.01% | 697 |
|
|
2020
Q1 | $734 | Hold |
19
| – | – | ﹤0.01% | 665 |
|
|
2019
Q4 | $1.09K | Hold |
19
| – | – | ﹤0.01% | 592 |
|
|
2019
Q3 | $990 | Buy |
+19
| New | +$940 | ﹤0.01% | 606 |
|
|
2019
Q2 | – | Sell |
-19
| Closed | -$951 | – | 894 |
|
|
2019
Q1 | $951 | Hold |
19
| – | – | ﹤0.01% | 588 |
|
|
2018
Q4 | $824 | Hold |
19
| – | – | ﹤0.01% | 620 |
|
|
2018
Q3 | $1.11K | Hold |
19
| – | – | ﹤0.01% | 564 |
|
|
2018
Q2 | $857 | Hold |
19
| – | – | ﹤0.01% | 675 |
|
|
2018
Q1 | $856 | Buy |
+19
| New | +$910 | ﹤0.01% | 656 |
|
Other funds holding DCI
Raffa Wealth Management's DCI Position: Q2 2026 in Review
Raffa Wealth Management held its Donaldson (DCI) position steady in Q2 2026 at 20 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #866.
Raffa Wealth Management first reported a position in DCI in Q1 2018 and has held it in 33 quarters since. 600 funds tracked by Wall St. Rank hold DCI as of Q2 2026.
- Raffa Wealth Management held 20 shares of Donaldson worth $1.79K as of Q2 2026.
- Raffa Wealth Management left its Donaldson share count unchanged in Q2 2026.
- Donaldson made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #866 holding.
- Raffa Wealth Management first reported a position in Donaldson in Q1 2018 and has held it in 33 quarters since.
- 600 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.