Circle Wealth Management’s Danaher DHR Stock Holding History

Circle 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	$1.1M	Buy	5,792 +620	+12%	+$113K	0.01%	141
2026 Q1	$981K	Buy	5,172 +1,272	+33%	+$271K	0.01%	141
2025 Q4	$893K	Buy	3,900 +15	+0.4%	+$3.3K	0.01%	146
2025 Q3	$770K	Buy	3,885 +2,193	+130%	+$436K	0.02%	143
2025 Q2	$334K	Buy	+1,692	New	+$328K	0.01%	191
2023 Q4	–	Sell	-1,413	Closed	-$311K	–	187
2023 Q3	$311K	Buy	+1,413	New	+$315K	0.01%	165
2022 Q1	–	Sell	-814	Closed	-$238K	–	190
2021 Q4	$238K	Hold	814	–	–	0.03%	180
2021 Q3	$220K	Buy	+814	New	+$222K	0.03%	167
2021 Q1	–	Sell	-1,433	Closed	-$282K	–	171
2020 Q4	$282K	Buy	1,433 +117	+9%	+$23.5K	0.04%	197
2020 Q3	$251K	Buy	+1,316	New	+$234K	0.04%	179

Other funds holding DHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Circle Wealth Management's DHR Position: Q2 2026 in Review

Circle Wealth Management increased its Danaher (DHR) stake by 12% in Q2 2026, buying an estimated $113K and bringing the position to 5,792 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #141.

Circle Wealth Management first reported a position in DHR in Q3 2020 and has held it in 10 quarters since. 2,094 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

Circle Wealth Management held 5,792 shares of Danaher worth $1.1M as of Q2 2026.
Circle Wealth Management bought 620 Danaher shares in Q2 2026, an estimated $113K.
Danaher made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #141 holding.
Circle Wealth Management first reported a position in Danaher in Q3 2020 and has held it in 10 quarters since.
2,094 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.