Cassaday & Co Wealth Management’s Danaher DHR Stock Holding History

Cassaday & Co Wealth Management’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	$818K	Sell	4,316 -467	-10%	-$99.5K	0.02%	160
2025 Q4	$1.09M	Buy	4,783 +98	+2%	+$21.5K	0.02%	131
2025 Q3	$929K	Sell	4,685 -47	-1%	-$9.35K	0.02%	142
2025 Q2	$935K	Buy	4,732 +15	+0.3%	+$2.91K	0.02%	136
2025 Q1	$967K	Buy	4,717 +56	+1%	+$12.2K	0.03%	120
2024 Q4	$1.07M	Buy	4,661 +107	+2%	+$26.3K	0.03%	108
2024 Q3	$1.27M	Buy	4,554 +170	+4%	+$45K	0.04%	88
2024 Q2	$1.1M	Buy	4,384 +8	+0.2%	+$2.02K	0.03%	94
2024 Q1	$1.09M	Buy	4,376 +56	+1%	+$13.7K	0.04%	94
2023 Q4	$999K	Sell	4,320 -588	-12%	-$125K	0.03%	98
2023 Q3	$1.08M	Sell	4,908 -186	-4%	-$41.5K	0.05%	83
2023 Q2	$1.08M	Sell	5,094 -157	-3%	-$33.2K	0.04%	85
2023 Q1	$1.17M	Buy	5,251 +104	+2%	+$23.7K	0.05%	79
2022 Q4	$1.21M	Buy	+5,147	New	+$1.19M	0.06%	77

Other funds holding DHR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cassaday & Co Wealth Management's DHR Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Danaher (DHR) stake by 9.8% in Q1 2026, selling an estimated $99.5K and leaving 4,316 shares worth $818K. The position accounts for 0.02% of the portfolio, ranked #160.

Cassaday & Co Wealth Management first reported a position in DHR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.27M in Q3 2024. 2,165 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

Cassaday & Co Wealth Management held 4,316 shares of Danaher worth $818K as of Q1 2026.
Cassaday & Co Wealth Management sold 467 Danaher shares in Q1 2026, an estimated $99.5K.
Danaher made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #160 holding.
Cassaday & Co Wealth Management first reported a position in Danaher in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Danaher position peaked at $1.27M in Q3 2024.
2,165 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.