Bernard Wealth Management’s Danaher DHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$112K Hold
590
0.04% 96
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

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

Bernard Wealth Management held its Danaher (DHR) position steady in Q2 2026 at 590 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #96.

Bernard Wealth Management first reported a position in DHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $264K in Q4 2024. 2,107 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • Bernard Wealth Management held 590 shares of Danaher worth $112K as of Q2 2026.
  • Bernard Wealth Management left its Danaher share count unchanged in Q2 2026.
  • Danaher made up 0.04% of Bernard Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Bernard Wealth Management first reported a position in Danaher in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Danaher position peaked at $264K in Q4 2024.
  • 2,107 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.