BWM
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Bernard Wealth Management’s Danaher DHR Stock Holding History

Bernard 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
Q1 		$112K Hold
590
– – 0.05% 92
2025
Q4 		$135K Hold
590
– – 0.05% 79
2025
Q3 		$117K Sell
590
-142
-19% -$28.3K 0.05% 84
2025
Q2 		$145K Sell
732
-6
-0.8% -$1.16K 0.07% 71
2025
Q1 		$151K Sell
738
-413
-36% -$90.2K 0.07% 67
2024
Q4 		$264K Buy
+1,151
New +$283K 0.12% 51

Other funds holding DHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bernard Wealth Management's DHR Position: Q1 2026 in Review

Bernard Wealth Management held its Danaher (DHR) position steady in Q1 2026 at 590 shares worth $112K. The position accounts for 0.05% of the portfolio, ranked #92.

Bernard Wealth Management first reported a position in DHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $264K in Q4 2024. 2,165 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

  • Bernard Wealth Management held 590 shares of Danaher worth $112K as of Q1 2026.
  • Bernard Wealth Management left its Danaher share count unchanged in Q1 2026.
  • Danaher made up 0.05% of Bernard Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Bernard Wealth Management first reported a position in Danaher in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Danaher position peaked at $264K in Q4 2024.
  • 2,165 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.