Capital & Planning LLC’s Danaher DHR Stock Holding History

Capital & Planning LLC’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 Q1	–	Sell	-110	Closed	-$25.3K	–	70
2024 Q4	$25.3K	Buy	+110	New	+$27K	0.02%	66

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital & Planning LLC's DHR Position: Q1 2025 in Review

Capital & Planning LLC sold out of Danaher (DHR) in Q1 2025, closing a stake of 110 shares — an estimated $25.3K sold.

Capital & Planning LLC first reported a position in DHR in Q4 2024 and held it in 1 quarter. The position peaked at $25.3K in Q4 2024. 2,217 funds tracked by Wall St. Rank hold DHR as of Q1 2025.

Capital & Planning LLC reported no remaining Danaher position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 110 Danaher shares in Q1 2025, an estimated $25.3K.
Capital & Planning LLC first reported a position in Danaher in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's Danaher position peaked at $25.3K in Q4 2024.
2,217 funds tracked by Wall St. Rank held Danaher as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.