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Castle Rock Wealth Management’s Danaher DHR Stock Holding History

Castle Rock 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
Q2 		– Sell
-1,053
Closed -$201K – 273
2026
Q1 		$201K Buy
1,053
+9
+0.9% +$1.92K 0.04% 261
2025
Q4 		$226K Buy
1,044
+11
+1% +$2.42K 0.05% 249
2025
Q3 		$218K Sell
1,033
-24
-2% -$4.78K 0.05% 246
2025
Q2 		$201K Sell
1,057
-48
-4% -$9.31K 0.05% 245
2025
Q1 		$224K Sell
1,105
-6,786
-86% -$1.48M 0.06% 218
2024
Q4 		$1.63M Buy
7,891
+336
+4% +$82.6K 0.39% 74
2024
Q3 		$2.03M Buy
7,555
+104
+1% +$27.5K 0.48% 55
2024
Q2 		$1.82M Buy
7,451
+379
+5% +$95.8K 0.46% 53
2024
Q1 		$1.75M Buy
7,072
+386
+6% +$94.2K 0.48% 54
2023
Q4 		$1.53M Sell
6,686
-790
-11% -$168K 0.47% 55
2023
Q3 		$1.44M Buy
7,476
+539
+8% +$120K 0.48% 49
2023
Q2 		$1.46M Buy
6,937
+265
+4% +$56.1K 0.5% 47
2023
Q1 		$1.39M Buy
6,672
+3,435
+106% +$781K 0.5% 43
2022
Q4 		$763K Sell
3,237
-88
-3% -$20.4K 0.34% 87
2022
Q3 		$749K Buy
3,325
+93
+3% +$22.8K 0.38% 67
2022
Q2 		$755K Buy
3,232
+13
+0.4% +$2.99K 0.39% 68
2022
Q1 		$779K Buy
3,219
+2,064
+179% +$517K 0.36% 74
2021
Q4 		$287K Hold
1,155
– – 0.12% 199
2021
Q3 		$309K Sell
1,155
-113
-9% -$30.8K 0.11% 199
2021
Q2 		$347K Buy
1,268
+27
+2% +$5.99K 0.13% 187
2021
Q1 		$278K Buy
1,241
+113
+10% +$22.9K 0.11% 210
2020
Q4 		$238K Buy
+1,128
New +$226K 0.1% 218
2020
Q3 		– Sell
-1,128
Closed -$206K – 169
2020
Q2 		$206K Buy
+1,128
New +$162K 0.12% 182

Other funds holding DHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Castle Rock Wealth Management's DHR Position: Q2 2026 in Review

Castle Rock Wealth Management sold out of Danaher (DHR) in Q2 2026, closing a stake of 1,053 shares — an estimated $201K sold.

Castle Rock Wealth Management first reported a position in DHR in Q2 2020 and held it in 23 quarters. The position peaked at $2.03M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • Castle Rock Wealth Management reported no remaining Danaher position as of Q2 2026 after selling out during the quarter.
  • Castle Rock Wealth Management sold 1,053 Danaher shares in Q2 2026, an estimated $201K.
  • Castle Rock Wealth Management first reported a position in Danaher in Q2 2020 and held it in 23 quarters.
  • Castle Rock Wealth Management's Danaher position peaked at $2.03M in Q3 2024.
  • 2,105 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.