Simplex Trading’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
$233K Sell
2,600
-3,600
-58% -$310K ﹤0.01% 4513
2026
Q1
$526K Buy
+6,200
New +$599K ﹤0.01% 3192
2025
Q4
Sell
-6,000
Closed -$491K 8854
2025
Q3
$491K Sell
6,000
-14,200
-70% -$1.07M ﹤0.01% 3842
2025
Q2
$1.4M Buy
20,200
+15,200
+304% +$1.02M ﹤0.01% 2440
2025
Q1
$335K Buy
+5,000
New +$346K ﹤0.01% 3821
2024
Q4
Sell
-600
Closed -$44K 8705
2024
Q3
$44K Sell
600
-800
-57% -$57.8K ﹤0.01% 5996
2024
Q2
$100K Sell
1,400
-900
-39% -$66K ﹤0.01% 5368
2024
Q1
$171K Buy
2,300
+100
+5% +$6.8K ﹤0.01% 5025
2023
Q4
$143K Buy
+2,200
New +$134K ﹤0.01% 5015
2023
Q3
Sell
-100
Closed -$6K 8860
2023
Q2
$6K Buy
+100
New +$6.26K ﹤0.01% 7777
2023
Q1
Sell
-1,000
Closed -$58K 9209
2022
Q4
$58K Sell
1,000
-800
-44% -$45.8K ﹤0.01% 5679
2022
Q3
$88K Buy
1,800
+600
+50% +$31.3K ﹤0.01% 5691
2022
Q2
$57K Sell
1,200
-200
-14% -$10.1K ﹤0.01% 6312
2022
Q1
$72K Sell
1,400
-900
-39% -$49K ﹤0.01% 6614
2021
Q4
$136K Sell
2,300
-100
-4% -$5.92K ﹤0.01% 5751
2021
Q3
$153K Hold
2,400
﹤0.01% 6010
2021
Q2
$152K Buy
2,400
+2,317
+2,792% +$143K ﹤0.01% 6106
2021
Q1
$482K Buy
83
+33
+66% +$1.97K ﹤0.01% 3427
2020
Q4
$279K Buy
+50
New +$2.64K ﹤0.01% 4178
2020
Q3
Sell
-7
Closed -$32K 7900
2020
Q2
$32K Buy
+7
New +$309 ﹤0.01% 5865
2020
Q1
Sell
-7
Closed -$40K 7706
2019
Q4
$40K Sell
7
-1
-13% -$54 ﹤0.01% 5399
2019
Q3
$41K Buy
+8
New +$396 ﹤0.01% 5200
2019
Q2
Sell
-4
Closed -$20K 7218
2019
Q1
$20K Buy
4
+3
+300% +$145 ﹤0.01% 5714
2018
Q4
$4K Buy
+1
New +$52 ﹤0.01% 6296
2018
Q3
Sell
-12
Closed -$54K 7507
2018
Q2
$54K Buy
+12
New +$554 ﹤0.01% 4964
2016
Q4
Sell
-30
Closed -$1K 5942
2016
Q3
$1K Buy
+30
New +$1.09K ﹤0.01% 5282

Other funds holding DCI

Simplex Trading's DCI Position: Q2 2026 in Review

Simplex Trading opened a new position in Donaldson (DCI) in Q2 2026: 2,377 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #4639 among its holdings. This is a return to the name: Simplex Trading previously reported a position in DCI as recently as Q1 2025.

Simplex Trading first reported a position in DCI in Q4 2015 and has held it in 18 quarters since. The position peaked at $334K in Q3 2021. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Simplex Trading held 2,377 shares of Donaldson worth $213K as of Q2 2026.
  • Donaldson was a new Simplex Trading position in Q2 2026.
  • Donaldson made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #4639 holding.
  • Simplex Trading first reported a position in Donaldson in Q4 2015 and has held it in 18 quarters since.
  • Simplex Trading's Donaldson position peaked at $334K in Q3 2021.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.