CM Wealth Advisors
DHR icon

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
Q3 		$536K Buy
2,416
+160
+7% +$32.8K 0.09% 92
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

CM Wealth Advisors's DHR Position: Q3 2026 in Review

CM Wealth Advisors increased its Danaher (DHR) stake by 7.1% in Q3 2026, buying an estimated $32.8K and bringing the position to 2,416 shares worth $536K. The position accounts for 0.09% of the portfolio, ranked #92.

CM Wealth Advisors first reported a position in DHR in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.93M in Q1 2023. 1,636 funds tracked by Wall St. Rank hold DHR as of Q3 2026.

  • CM Wealth Advisors held 2,416 shares of Danaher worth $536K as of Q3 2026.
  • CM Wealth Advisors bought 160 Danaher shares in Q3 2026, an estimated $32.8K.
  • Danaher made up 0.09% of CM Wealth Advisors's portfolio in Q3 2026, its #92 holding.
  • CM Wealth Advisors first reported a position in Danaher in Q1 2023 and has held it in 12 quarters since.
  • CM Wealth Advisors's Danaher position peaked at $2.93M in Q1 2023.
  • 1,636 funds tracked by Wall St. Rank held Danaher as of Q3 2026.

Based on CM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.