Caldwell Trust
DHR icon

Caldwell Trust’s Danaher DHR Stock Holding History

Caldwell Trust’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
Q3 		$1.04M Sell
4,679
-84
-2% -$17.2K 0.08% 168
2026
Q2 		$907K Buy
4,763
+268
+6% +$48.7K 0.07% 177
2026
Q1 		$852K Buy
4,495
+15
+0.3% +$3.19K 0.08% 173
2025
Q4 		$1.03M Sell
4,480
-14
-0.3% -$3.08K 0.09% 161
2025
Q3 		$891K Sell
4,494
-311
-6% -$61.9K 0.08% 176
2025
Q2 		$949K Sell
4,805
-16
-0.3% -$3.1K 0.09% 166
2025
Q1 		$988K Buy
4,821
+385
+9% +$84.1K 0.11% 160
2024
Q4 		$1.02M Hold
4,436
– – 0.11% 160
2024
Q3 		$1.23M Sell
4,436
-156
-3% -$41.3K 0.13% 137
2024
Q2 		$1.15M Buy
4,592
+1,395
+44% +$352K 0.13% 135
2024
Q1 		$798K Sell
3,197
-35
-1% -$8.54K 0.09% 170
2023
Q4 		$748K Sell
3,232
-652
-17% -$139K 0.09% 167
2023
Q3 		$854K Buy
3,884
+395
+11% +$88.1K 0.12% 148
2023
Q2 		$742K Buy
3,489
+196
+6% +$41.5K 0.1% 167
2023
Q1 		$736K Buy
3,293
+230
+8% +$52.3K 0.1% 164
2022
Q4 		$721K Sell
3,063
-95
-3% -$22K 0.1% 165
2022
Q3 		$723K Buy
3,158
+197
+7% +$48.2K 0.11% 154
2022
Q2 		$665K Hold
2,961
– – 0.09% 166
2022
Q1 		$770K Hold
2,961
– – 0.09% 163
2021
Q4 		$864K Buy
2,961
+9
+0.3% +$2.48K 0.1% 154
2021
Q3 		$797K Hold
2,952
– – 0.1% 152
2021
Q2 		$702K Sell
2,952
-25
-0.8% -$5.54K 0.09% 162
2021
Q1 		$594K Hold
2,977
– – 0.08% 168
2020
Q4 		$586K Sell
2,977
-564
-16% -$113K 0.09% 159
2020
Q3 		$676K Sell
3,541
-304
-8% -$54.1K 0.11% 133
2020
Q2 		$603K Hold
3,845
– – 0.1% 148
2020
Q1 		$472K Hold
3,845
– – 0.09% 161
2019
Q4 		$523K Buy
+3,845
New +$486K 0.08% 175

Other funds holding DHR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Caldwell Trust's DHR Position: Q3 2026 in Review

Caldwell Trust reduced its Danaher (DHR) stake by 1.8% in Q3 2026, selling an estimated $17.2K and leaving 4,679 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #168.

Caldwell Trust first reported a position in DHR in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.23M in Q3 2024. 1,293 funds tracked by Wall St. Rank hold DHR as of Q3 2026.

  • Caldwell Trust held 4,679 shares of Danaher worth $1.04M as of Q3 2026.
  • Caldwell Trust sold 84 Danaher shares in Q3 2026, an estimated $17.2K.
  • Danaher made up 0.08% of Caldwell Trust's portfolio in Q3 2026, its #168 holding.
  • Caldwell Trust first reported a position in Danaher in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Danaher position peaked at $1.23M in Q3 2024.
  • 1,293 funds tracked by Wall St. Rank held Danaher as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.