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Compass Wealth Management’s Danaher DHR Stock Holding History

Compass 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
Q3 		$9.8M Sell
44,242
-4,464
-9% -$916K 1.89% 10
2026
Q2 		$9.28M Sell
48,706
-572
-1% -$104K 1.76% 11
2026
Q1 		$9.34M Sell
49,278
-142
-0.3% -$30.2K 2.31% 9
2025
Q4 		$11.3M Buy
49,420
+283
+0.6% +$62.2K 2.82% 6
2025
Q3 		$9.7M Buy
49,137
+1,531
+3% +$305K 2.18% 7
2025
Q2 		$9.4M Buy
47,606
+7,842
+20% +$1.52M 2.24% 4
2025
Q1 		$8.15M Buy
39,764
+5,891
+17% +$1.29M 2.08% 5
2024
Q4 		$7.78M Buy
33,873
+7,900
+30% +$1.94M 1.87% 8
2024
Q3 		$7.22M Buy
25,973
+1,585
+6% +$419K 1.7% 7
2024
Q2 		$6.09M Buy
24,388
+100
+0.4% +$25.3K 1.5% 13
2024
Q1 		$6.07M Sell
24,288
-6
-0% -$1.46K 1.52% 10
2023
Q4 		$5.62M Sell
24,294
-422
-2% -$89.8K 1.57% 14
2023
Q3 		$5.44M Buy
24,716
+1,939
+9% +$432K 1.71% 11
2023
Q2 		$4.85M Buy
22,777
+3,311
+17% +$701K 1.46% 17
2023
Q1 		$4.35M Buy
19,466
+1,151
+6% +$262K 1.38% 19
2022
Q4 		$4.31M Buy
+18,315
New +$4.25M 1.41% 18

Other funds holding DHR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Compass Wealth Management's DHR Position: Q3 2026 in Review

Compass Wealth Management reduced its Danaher (DHR) stake by 9.2% in Q3 2026, selling an estimated $916K and leaving 44,242 shares worth $9.8M. The position accounts for 1.89% of the portfolio, ranked #10.

Compass Wealth Management first reported a position in DHR in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.3M in Q4 2025. 1,261 funds tracked by Wall St. Rank hold DHR as of Q3 2026.

  • Compass Wealth Management held 44,242 shares of Danaher worth $9.8M as of Q3 2026.
  • Compass Wealth Management sold 4,464 Danaher shares in Q3 2026, an estimated $916K.
  • Danaher made up 1.89% of Compass Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Compass Wealth Management first reported a position in Danaher in Q4 2022 and has held it in 16 quarters since.
  • Compass Wealth Management's Danaher position peaked at $11.3M in Q4 2025.
  • 1,261 funds tracked by Wall St. Rank held Danaher as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.