Balboa Wealth Partners’s Danaher DHR Stock Holding History

Balboa Wealth Partners’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 Q4	–	Sell	-926	Closed	-$258K	–	357
2024 Q3	$258K	Buy	926 +25	+3%	+$6.62K	0.06%	209
2024 Q2	$225K	Buy	+901	New	+$228K	0.06%	234

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Balboa Wealth Partners's DHR Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Danaher (DHR) in Q4 2024, closing a stake of 926 shares — an estimated $258K sold.

Balboa Wealth Partners first reported a position in DHR in Q2 2024 and held it in 2 quarters. The position peaked at $258K in Q3 2024. 2,313 funds tracked by Wall St. Rank hold DHR as of Q4 2024.

Balboa Wealth Partners reported no remaining Danaher position as of Q4 2024 after selling out during the quarter.
Balboa Wealth Partners sold 926 Danaher shares in Q4 2024, an estimated $258K.
Balboa Wealth Partners first reported a position in Danaher in Q2 2024 and held it in 2 quarters.
Balboa Wealth Partners's Danaher position peaked at $258K in Q3 2024.
2,313 funds tracked by Wall St. Rank held Danaher as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.