BankPlus Wealth Management’s Danaher DHR Stock Holding History

BankPlus Wealth 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	$309K	Sell	1,621 -33	-2%	-$5.99K	0.14%	98
2026 Q1	$314K	Sell	1,654 -157	-9%	-$33.4K	0.16%	92
2025 Q4	$415K	Sell	1,811 -64	-3%	-$14.1K	0.23%	81
2025 Q3	$372K	Sell	1,875 -49	-3%	-$9.75K	0.22%	86
2025 Q2	$380K	Buy	1,924 +4	+0.2%	+$776	0.25%	80
2025 Q1	$394K	Sell	1,920 -50	-3%	-$10.9K	0.29%	75
2024 Q4	$452K	Buy	+1,970	New	+$484K	0.34%	60

Other funds holding DHR

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BankPlus Wealth Management's DHR Position: Q2 2026 in Review

BankPlus Wealth Management reduced its Danaher (DHR) stake by 2% in Q2 2026, selling an estimated $5.99K and leaving 1,621 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #98.

BankPlus Wealth Management first reported a position in DHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $452K in Q4 2024. 908 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

BankPlus Wealth Management held 1,621 shares of Danaher worth $309K as of Q2 2026.
BankPlus Wealth Management sold 33 Danaher shares in Q2 2026, an estimated $5.99K.
Danaher made up 0.14% of BankPlus Wealth Management's portfolio in Q2 2026, its #98 holding.
BankPlus Wealth Management first reported a position in Danaher in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Danaher position peaked at $452K in Q4 2024.
908 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.