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Allen Mooney & Barnes Investment Advisors’s Danaher DHR Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
2026
Q2 		$1.65M Sell
8,673
-751
-8% -$136K 0.25% 60
2026
Q1 		$1.79M Buy
9,424
+9
+0.1% +$1.92K 0.26% 58
2025
Q4 		$2.16M Buy
9,415
+829
+10% +$182K 0.32% 51
2025
Q3 		$1.7M Sell
8,586
-286
-3% -$56.9K 0.27% 55
2025
Q2 		$1.75M Buy
8,872
+2
+0% +$388 0.29% 54
2025
Q1 		$1.82M Buy
8,870
+18
+0.2% +$3.93K 0.3% 58
2024
Q4 		$2.03M Sell
8,852
-69
-0.8% -$17K 0.34% 52
2024
Q3 		$2.48M Sell
8,921
-223
-2% -$59K 0.42% 51
2024
Q2 		$2.28M Sell
9,144
-151
-2% -$38.1K 0.41% 50
2024
Q1 		$2.27M Sell
9,295
-4
-0% -$976 0.44% 53
2023
Q4 		$2.15M Sell
9,299
-589
-6% -$125K 0.41% 53
2023
Q3 		$2.17M Buy
9,888
+45
+0.5% +$10K 0.46% 49
2023
Q2 		$2.09M Sell
9,843
-42
-0.4% -$8.89K 0.46% 50
2023
Q1 		$2.21M Buy
9,885
+485
+5% +$110K 0.53% 45
2022
Q4 		$2.21M Buy
9,400
+88
+0.9% +$20.4K 0.53% 49
2022
Q3 		$2.13M Sell
9,312
-942
-9% -$231K 0.57% 48
2022
Q2 		$2.3M Sell
10,254
-166
-2% -$38.2K 0.59% 48
2022
Q1 		$2.71M Buy
+10,420
New +$2.61M 0.6% 47

Other funds holding DHR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's DHR Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Danaher (DHR) stake by 8% in Q2 2026, selling an estimated $136K and leaving 8,673 shares worth $1.65M. The position accounts for 0.25% of the portfolio, ranked #60.

Allen Mooney & Barnes Investment Advisors first reported a position in DHR in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.71M in Q1 2022. 965 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 8,673 shares of Danaher worth $1.65M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 751 Danaher shares in Q2 2026, an estimated $136K.
  • Danaher made up 0.25% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #60 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Danaher in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Danaher position peaked at $2.71M in Q1 2022.
  • 965 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.