AFW
DHR icon

Avantra Family Wealth’s Danaher DHR Stock Holding History

Avantra Family Wealth’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 		$407K Buy
+2,138
New +$388K 0.26% 118
2026
Q1 		– Sell
-1,457
Closed -$334K – 165
2025
Q4 		$334K Buy
1,457
+20
+1% +$4.4K 0.24% 116
2025
Q3 		$285K Buy
+1,437
New +$286K 0.21% 128
2025
Q2 		– Sell
-1,345
Closed -$276K – 137
2025
Q1 		$276K Buy
1,345
+261
+24% +$57K 0.26% 124
2024
Q4 		$249K Buy
+1,084
New +$266K 0.23% 130

Other funds holding DHR

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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Avantra Family Wealth's DHR Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in Danaher (DHR) in Q2 2026: 2,138 shares worth $407K. The stake represents 0.26% of the portfolio and ranks #118 among its holdings. This is a return to the name: Avantra Family Wealth previously reported a position in DHR as recently as Q4 2025.

Avantra Family Wealth first reported a position in DHR in Q4 2024 and has held it in 5 quarters since. 908 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • Avantra Family Wealth held 2,138 shares of Danaher worth $407K as of Q2 2026.
  • Danaher was a new Avantra Family Wealth position in Q2 2026.
  • Danaher made up 0.26% of Avantra Family Wealth's portfolio in Q2 2026, its #118 holding.
  • Avantra Family Wealth first reported a position in Danaher in Q4 2024 and has held it in 5 quarters since.
  • 908 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.