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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CM Wealth Advisors's DHR Position: Q1 2026 in Review

CM Wealth Advisors increased its Danaher (DHR) stake by 6.2% in Q1 2026, buying an estimated $29.2K and bringing the position to 2,348 shares worth $446K. The position accounts for 0.1% of the portfolio, ranked #87.

CM Wealth Advisors first reported a position in DHR in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.93M in Q1 2023. 2,165 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

CM Wealth Advisors held 2,348 shares of Danaher worth $446K as of Q1 2026.
CM Wealth Advisors bought 137 Danaher shares in Q1 2026, an estimated $29.2K.
Danaher made up 0.1% of CM Wealth Advisors's portfolio in Q1 2026, its #87 holding.
CM Wealth Advisors first reported a position in Danaher in Q1 2023 and has held it in 10 quarters since.
CM Wealth Advisors's Danaher position peaked at $2.93M in Q1 2023.
2,165 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.