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Asset Planning Inc’s Danaher DHR Stock Holding History

Asset Planning Inc’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 		– Sell
-290
Closed -$55K – 337
2026
Q1 		$55K Hold
290
– – 0.04% 145
2025
Q4 		$66.4K Hold
290
– – 0.05% 130
2025
Q3 		$57.5K Hold
290
– – 0.04% 136
2025
Q2 		$57.3K Hold
290
– – 0.04% 137
2025
Q1 		$59.5K Hold
290
– – 0.05% 133
2024
Q4 		$66.6K Buy
+290
New +$71.3K 0.05% 127

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

Asset Planning Inc's DHR Position: Q2 2026 in Review

Asset Planning Inc sold out of Danaher (DHR) in Q2 2026, closing a stake of 290 shares — an estimated $55K sold.

Asset Planning Inc first reported a position in DHR in Q4 2024 and held it in 6 quarters. The position peaked at $66.6K in Q4 2024. 2,107 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • Asset Planning Inc reported no remaining Danaher position as of Q2 2026 after selling out during the quarter.
  • Asset Planning Inc sold 290 Danaher shares in Q2 2026, an estimated $55K.
  • Asset Planning Inc first reported a position in Danaher in Q4 2024 and held it in 6 quarters.
  • Asset Planning Inc's Danaher position peaked at $66.6K in Q4 2024.
  • 2,107 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.