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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Caldwell Trust's DHR Position: Q2 2026 in Review

Caldwell Trust increased its Danaher (DHR) stake by 6% in Q2 2026, buying an estimated $48.7K and bringing the position to 4,763 shares worth $907K. The position accounts for 0.07% of the portfolio, ranked #177.

Caldwell Trust first reported a position in DHR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.23M in Q3 2024. 2,112 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • Caldwell Trust held 4,763 shares of Danaher worth $907K as of Q2 2026.
  • Caldwell Trust bought 268 Danaher shares in Q2 2026, an estimated $48.7K.
  • Danaher made up 0.07% of Caldwell Trust's portfolio in Q2 2026, its #177 holding.
  • Caldwell Trust first reported a position in Danaher in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Danaher position peaked at $1.23M in Q3 2024.
  • 2,112 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.