CWM
DHR icon

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
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 		$9.74M 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Compass Wealth Management's DHR Position: Q2 2026 in Review

Compass Wealth Management reduced its Danaher (DHR) stake by 1.2% in Q2 2026, selling an estimated $104K and leaving 48,706 shares worth $9.28M. The position accounts for 1.76% of the portfolio, ranked #11.

Compass Wealth Management first reported a position in DHR in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.3M in Q4 2025. 2,114 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • Compass Wealth Management held 48,706 shares of Danaher worth $9.28M as of Q2 2026.
  • Compass Wealth Management sold 572 Danaher shares in Q2 2026, an estimated $104K.
  • Danaher made up 1.76% of Compass Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Compass Wealth Management first reported a position in Danaher in Q4 2022 and has held it in 15 quarters since.
  • Compass Wealth Management's Danaher position peaked at $11.3M in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

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