CWA
DHR icon

Cascade Wealth Advisors’s Danaher DHR Stock Holding History

Cascade 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
Q4 		– Sell
-1,040
Closed -$220K – 58
2025
Q3 		$220K Hold
1,040
– – 0.11% 58
2025
Q2 		$209K Buy
+1,040
New +$202K 0.12% 54
2025
Q1 		– Sell
-1,040
Closed -$239K – 45
2024
Q4 		$239K Hold
1,040
– – 0.16% 43
2024
Q3 		$289K Hold
1,040
– – 0.21% 43
2024
Q2 		$281K Hold
1,040
– – 0.21% 44
2024
Q1 		$250K Buy
+1,040
New +$254K 0.21% 46

Other funds holding DHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cascade Wealth Advisors's DHR Position: Q4 2025 in Review

Cascade Wealth Advisors sold out of Danaher (DHR) in Q4 2025, closing a stake of 1,040 shares — an estimated $220K sold.

Cascade Wealth Advisors first reported a position in DHR in Q1 2024 and held it in 6 quarters. The position peaked at $289K in Q3 2024. 2,307 funds tracked by Wall St. Rank hold DHR as of Q4 2025.

  • Cascade Wealth Advisors reported no remaining Danaher position as of Q4 2025 after selling out during the quarter.
  • Cascade Wealth Advisors sold 1,040 Danaher shares in Q4 2025, an estimated $220K.
  • Cascade Wealth Advisors first reported a position in Danaher in Q1 2024 and held it in 6 quarters.
  • Cascade Wealth Advisors's Danaher position peaked at $289K in Q3 2024.
  • 2,307 funds tracked by Wall St. Rank held Danaher as of Q4 2025.

Based on Cascade Wealth Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.