Cassady Schiller Wealth Management’s Danaher DHR Stock Holding History

Cassady Schiller 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
2024 Q4	$249K	Buy	1,083 +30	+3%	+$7.37K	0.09%	107
2024 Q3	$293K	Hold	1,053	–	–	0.11%	95
2024 Q2	$263K	Hold	1,053	–	–	0.11%	94
2024 Q1	$263K	Sell	1,053 -47	-4%	-$11.5K	0.12%	94
2023 Q4	$254K	Sell	1,100 -141	-11%	-$30K	0.13%	89
2023 Q3	$273K	Hold	1,241	–	–	0.15%	81
2023 Q2	$264K	Sell	1,241 -208	-14%	-$44K	0.14%	86
2023 Q1	$324K	Hold	1,449	–	–	0.15%	80
2022 Q4	$341K	Sell	1,449 -340	-19%	-$78.8K	0.21%	78
2022 Q3	$410K	Buy	1,789 +298	+20%	+$73K	0.24%	68
2022 Q2	$335K	Buy	1,491 +22	+1%	+$5.07K	0.18%	73
2022 Q1	$382K	Buy	1,469 +5	+0.3%	+$1.25K	0.18%	75
2021 Q4	$427K	Buy	+1,464	New	+$403K	0.26%	59

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Cassady Schiller Wealth Management's DHR Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Danaher (DHR) stake by 2.8% in Q4 2024, buying an estimated $7.37K and bringing the position to 1,083 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #107.

Cassady Schiller Wealth Management first reported a position in DHR in Q4 2021 and has held it in 13 quarters since. The position peaked at $427K in Q4 2021. 2,312 funds tracked by Wall St. Rank hold DHR as of Q4 2024.

Cassady Schiller Wealth Management held 1,083 shares of Danaher worth $249K as of Q4 2024.
Cassady Schiller Wealth Management bought 30 Danaher shares in Q4 2024, an estimated $7.37K.
Danaher made up 0.09% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #107 holding.
Cassady Schiller Wealth Management first reported a position in Danaher in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Danaher position peaked at $427K in Q4 2021.
2,312 funds tracked by Wall St. Rank held Danaher as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.