9WM
DHR icon

9258 Wealth Management’s Danaher DHR Stock Holding History

9258 Wealth Management’s Portfolio DHR Stock Details DHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$402K Hold
1,447
– – 0.06% 231
2024
Q2 		$362K Sell
1,447
-65
-4% -$16.4K 0.06% 239
2024
Q1 		$378K Buy
1,512
+1
+0.1% +$244 0.06% 233
2023
Q4 		$350K Sell
1,511
-193
-11% -$41.1K 0.06% 230
2023
Q3 		$375K Buy
1,704
+10
+0.6% +$2.23K 0.07% 216
2023
Q2 		$360K Sell
1,694
-903
-35% -$191K 0.07% 232
2023
Q1 		$580K Buy
2,597
+280
+12% +$63.7K 0.12% 161
2022
Q4 		$545K Sell
2,317
-1,474
-39% -$342K 0.12% 163
2022
Q3 		$868K Sell
3,791
-124
-3% -$30.4K 0.22% 101
2022
Q2 		$880K Buy
3,915
+76
+2% +$17.5K 0.23% 104
2022
Q1 		$998K Sell
3,839
-436
-10% -$109K 0.23% 101
2021
Q4 		$1.25M Buy
4,275
+232
+6% +$63.9K 0.29% 76
2021
Q3 		$1.09M Buy
4,043
+156
+4% +$42.5K 0.29% 79
2021
Q2 		$925K Buy
3,887
+1,456
+60% +$323K 0.25% 98
2021
Q1 		$485K Buy
2,431
+344
+16% +$69.9K 0.15% 155
2020
Q4 		$411K Buy
2,087
+612
+41% +$123K 0.13% 172
2020
Q3 		$300K Buy
1,475
+56
+4% +$9.96K 0.11% 201
2020
Q2 		$222K Buy
1,419
+64
+5% +$9.19K 0.09% 244
2020
Q1 		$204K Buy
+1,355
New +$183K 0.09% 238

Other funds holding DHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's DHR Position: Q3 2024 in Review

9258 Wealth Management held its Danaher (DHR) position steady in Q3 2024 at 1,447 shares worth $402K. The position accounts for 0.06% of the portfolio, ranked #231.

9258 Wealth Management first reported a position in DHR in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.25M in Q4 2021. 2,271 funds tracked by Wall St. Rank hold DHR as of Q3 2024.

  • 9258 Wealth Management held 1,447 shares of Danaher worth $402K as of Q3 2024.
  • 9258 Wealth Management left its Danaher share count unchanged in Q3 2024.
  • Danaher made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #231 holding.
  • 9258 Wealth Management first reported a position in Danaher in Q1 2020 and has held it in 19 quarters since.
  • 9258 Wealth Management's Danaher position peaked at $1.25M in Q4 2021.
  • 2,271 funds tracked by Wall St. Rank held Danaher as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.