CWM
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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
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 		$9.74M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Compass Wealth Management's DHR Position: Q1 2026 in Review

Compass Wealth Management reduced its Danaher (DHR) stake by 0.29% in Q1 2026, selling an estimated $30.2K and leaving 49,278 shares worth $9.34M. The position accounts for 2.31% of the portfolio, ranked #9.

Compass Wealth Management first reported a position in DHR in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.3M in Q4 2025. 2,167 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

  • Compass Wealth Management held 49,278 shares of Danaher worth $9.34M as of Q1 2026.
  • Compass Wealth Management sold 142 Danaher shares in Q1 2026, an estimated $30.2K.
  • Danaher made up 2.31% of Compass Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Compass Wealth Management first reported a position in Danaher in Q4 2022 and has held it in 14 quarters since.
  • Compass Wealth Management's Danaher position peaked at $11.3M in Q4 2025.
  • 2,167 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.