BWA
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Bordeaux Wealth Advisors’s Danaher DHR Stock Holding History

Bordeaux Wealth Advisors’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
2025
Q2 		$813K Buy
4,117
+256
+7% +$49.6K 0.1% 66
2025
Q1 		$792K Sell
3,861
-122
-3% -$26.6K 0.15% 66
2024
Q4 		$914K Sell
3,983
-33
-0.8% -$8.11K 0.15% 60
2024
Q3 		$1.12M Buy
4,016
+204
+5% +$54K 0.2% 52
2024
Q2 		$952K Buy
3,812
+10
+0.3% +$2.53K 0.18% 52
2024
Q1 		$949K Sell
3,802
-439
-10% -$107K 0.31% 38
2023
Q4 		$981K Sell
4,241
-133
-3% -$28.3K 0.33% 39
2023
Q3 		$962K Buy
4,374
+77
+2% +$17.2K 0.39% 35
2023
Q2 		$914K Buy
4,297
+37
+0.9% +$7.83K 0.37% 34
2023
Q1 		$952K Buy
4,260
+66
+2% +$15K 0.49% 27
2022
Q4 		$987K Sell
4,194
-133
-3% -$30.8K 0.54% 25
2022
Q3 		$991K Buy
4,327
+73
+2% +$17.9K 0.62% 28
2022
Q2 		$956K Buy
4,254
+15
+0.4% +$3.46K 0.66% 28
2022
Q1 		$1.1M Sell
4,239
-501
-11% -$125K 0.59% 30
2021
Q4 		$1.38M Sell
4,740
-445
-9% -$123K 0.63% 29
2021
Q3 		$1.4M Hold
5,185
– – 0.79% 24
2021
Q2 		$1.23M Hold
5,185
– – 0.71% 22
2021
Q1 		$1.03M Hold
5,185
– – 0.72% 21
2020
Q4 		$1.02M Buy
+5,185
New +$1.04M 0.77% 17

Other funds holding DHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bordeaux Wealth Advisors's DHR Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Danaher (DHR) stake by 6.6% in Q2 2025, buying an estimated $49.6K and bringing the position to 4,117 shares worth $813K. The position accounts for 0.1% of the portfolio, ranked #66.

Bordeaux Wealth Advisors first reported a position in DHR in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.4M in Q3 2021. 2,172 funds tracked by Wall St. Rank hold DHR as of Q2 2025.

  • Bordeaux Wealth Advisors held 4,117 shares of Danaher worth $813K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 256 Danaher shares in Q2 2025, an estimated $49.6K.
  • Danaher made up 0.1% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #66 holding.
  • Bordeaux Wealth Advisors first reported a position in Danaher in Q4 2020 and has held it in 19 quarters since.
  • Bordeaux Wealth Advisors's Danaher position peaked at $1.4M in Q3 2021.
  • 2,172 funds tracked by Wall St. Rank held Danaher as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.