CPA
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Capital Planning Advisors’s Danaher DHR Stock Holding History

Capital Planning 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
2026
Q1 		– Sell
-907
Closed -$208K – 155
2025
Q4 		$208K Buy
+907
New +$199K 0.03% 159
2025
Q1 		– Sell
-996
Closed -$229K – 138
2024
Q4 		$229K Buy
996
+2
+0.2% +$492 0.04% 131
2024
Q3 		$276K Buy
994
+7
+0.7% +$1.85K 0.04% 121
2024
Q2 		$247K Hold
987
– – 0.04% 126
2024
Q1 		$246K Buy
987
+36
+4% +$8.79K 0.04% 129
2023
Q4 		$220K Sell
951
-233
-20% -$49.6K 0.04% 128
2023
Q3 		$261K Sell
1,184
-6,360
-84% -$1.42M 0.05% 109
2023
Q2 		$1.61M Sell
7,544
-1,621
-18% -$343K 0.33% 58
2023
Q1 		$2.05M Sell
9,165
-68
-0.7% -$15.5K 0.44% 54
2022
Q4 		$2.17M Sell
9,233
-671
-7% -$156K 0.52% 47
2022
Q3 		$2.27M Buy
9,904
+713
+8% +$175K 0.61% 42
2022
Q2 		$2.07M Sell
9,191
-127
-1% -$29.3K 0.55% 46
2022
Q1 		$2.42M Buy
9,318
+649
+7% +$163K 0.52% 48
2021
Q4 		$2.53M Buy
8,669
+961
+12% +$265K 0.48% 51
2021
Q3 		$2.08M Sell
7,708
-58
-0.7% -$15.8K 0.43% 58
2021
Q2 		$1.85M Sell
7,766
-132
-2% -$29.3K 0.38% 68
2021
Q1 		$1.58M Buy
7,898
+3,556
+82% +$722K 0.35% 69
2020
Q4 		$855K Buy
4,342
+1,862
+75% +$373K 0.21% 81
2020
Q3 		$474K Buy
2,480
+698
+39% +$124K 0.13% 94
2020
Q2 		$279K Buy
+1,782
New +$256K 0.08% 114

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

Capital Planning Advisors's DHR Position: Q1 2026 in Review

Capital Planning Advisors sold out of Danaher (DHR) in Q1 2026, closing a stake of 907 shares — an estimated $208K sold.

Capital Planning Advisors first reported a position in DHR in Q2 2020 and held it in 20 quarters. The position peaked at $2.53M in Q4 2021. 2,167 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

  • Capital Planning Advisors reported no remaining Danaher position as of Q1 2026 after selling out during the quarter.
  • Capital Planning Advisors sold 907 Danaher shares in Q1 2026, an estimated $208K.
  • Capital Planning Advisors first reported a position in Danaher in Q2 2020 and held it in 20 quarters.
  • Capital Planning Advisors's Danaher position peaked at $2.53M in Q4 2021.
  • 2,167 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.