CM Wealth Advisors’s Danaher DHR Stock Holding History

CM 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
2026 Q2	$431K	Sell	2,256 -92	-4%	-$16.7K	0.08%	111
2026 Q1	$446K	Buy	2,348 +137	+6%	+$29.2K	0.1%	87
2025 Q4	$507K	Buy	2,211 +979	+79%	+$215K	0.11%	78
2025 Q3	$245K	Buy	1,232 +43	+4%	+$8.56K	0.06%	81
2025 Q2	$235K	Hold	1,189	–	–	0.07%	78
2025 Q1	$244K	Hold	1,189	–	–	0.08%	77
2024 Q4	$273K	Hold	1,189	–	–	0.09%	71
2024 Q3	$331K	Buy	+1,189	New	+$315K	0.11%	69
2024 Q2	–	Sell	-2,472	Closed	-$615K	–	100
2024 Q1	$615K	Buy	+2,472	New	+$603K	0.18%	65
2023 Q3	–	Sell	-4,020	Closed	-$927K	–	101
2023 Q2	$927K	Sell	4,020 -10,162	-72%	-$2.15M	0.3%	33
2023 Q1	$2.93M	Buy	+14,182	New	+$3.23M	0.57%	21

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

CM Wealth Advisors's DHR Position: Q2 2026 in Review

CM Wealth Advisors reduced its Danaher (DHR) stake by 3.9% in Q2 2026, selling an estimated $16.7K and leaving 2,256 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #111.

CM Wealth Advisors first reported a position in DHR in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.93M in Q1 2023. 2,107 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

CM Wealth Advisors held 2,256 shares of Danaher worth $431K as of Q2 2026.
CM Wealth Advisors sold 92 Danaher shares in Q2 2026, an estimated $16.7K.
Danaher made up 0.08% of CM Wealth Advisors's portfolio in Q2 2026, its #111 holding.
CM Wealth Advisors first reported a position in Danaher in Q1 2023 and has held it in 11 quarters since.
CM Wealth Advisors's Danaher position peaked at $2.93M in Q1 2023.
2,107 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.