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Applied Finance Capital Management’s Danaher DHR Stock Holding History

Applied Finance Capital 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
2026
Q2 		$9.27M Sell
48,664
-2,725
-5% -$495K 0.69% 53
2026
Q1 		$9.74M Sell
51,389
-565
-1% -$120K 0.73% 54
2025
Q4 		$11.9M Sell
51,954
-4,465
-8% -$982K 0.85% 48
2025
Q3 		$11.2M Sell
56,419
-9,309
-14% -$1.85M 0.79% 50
2025
Q2 		$13M Buy
65,728
+9,075
+16% +$1.76M 0.89% 44
2025
Q1 		$11.6M Sell
56,653
-48,760
-46% -$10.6M 0.85% 49
2024
Q4 		$24.2M Sell
105,413
-2,553
-2% -$627K 1.05% 44
2024
Q3 		$30M Sell
107,966
-817
-0.8% -$216K 1.28% 38
2024
Q2 		$27.2M Buy
108,783
+20,306
+23% +$5.13M 1.26% 43
2024
Q1 		$22.1M Buy
88,477
+9,222
+12% +$2.25M 1.55% 39
2023
Q4 		$18.3M Buy
79,255
+7,968
+11% +$1.7M 1.59% 37
2023
Q3 		$15.7M Buy
71,287
+10,684
+18% +$2.38M 1.7% 35
2023
Q2 		$12.9M Buy
60,603
+3,125
+5% +$662K 1.46% 41
2023
Q1 		$12.8M Buy
57,478
+835
+1% +$190K 1.6% 34
2022
Q4 		$13.3M Buy
+56,643
New +$13.1M 1.74% 30

Other funds holding DHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Applied Finance Capital Management's DHR Position: Q2 2026 in Review

Applied Finance Capital Management reduced its Danaher (DHR) stake by 5.3% in Q2 2026, selling an estimated $495K and leaving 48,664 shares worth $9.27M. The position accounts for 0.69% of the portfolio, ranked #53.

Applied Finance Capital Management first reported a position in DHR in Q4 2022 and has held it in 15 quarters since. The position peaked at $30M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • Applied Finance Capital Management held 48,664 shares of Danaher worth $9.27M as of Q2 2026.
  • Applied Finance Capital Management sold 2,725 Danaher shares in Q2 2026, an estimated $495K.
  • Danaher made up 0.69% of Applied Finance Capital Management's portfolio in Q2 2026, its #53 holding.
  • Applied Finance Capital Management first reported a position in Danaher in Q4 2022 and has held it in 15 quarters since.
  • Applied Finance Capital Management's Danaher position peaked at $30M in Q3 2024.
  • 2,105 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.