Congress Wealth Management’s Danaher DHR Stock Holding History

Congress 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
2025 Q2	$5.63M	Buy	28,492 +968	+4%	+$188K	0.05%	360
2025 Q1	$5.68M	Buy	27,524 +14,775	+116%	+$3.23M	0.07%	310
2024 Q4	$2.93M	Buy	12,749 +736	+6%	+$181K	0.04%	357
2024 Q3	$3.34M	Buy	12,013 +6,696	+126%	+$1.77M	0.04%	354
2024 Q2	$1.33M	Buy	5,317 +362	+7%	+$91.5K	0.02%	394
2024 Q1	$1.24M	Sell	4,955 -314	-6%	-$76.6K	0.02%	359
2023 Q4	$1.22M	Buy	5,269 +855	+19%	+$182K	0.02%	373
2023 Q3	$971K	Sell	4,414 -42	-0.9%	-$9.37K	0.02%	379
2023 Q2	$948K	Sell	4,456 -36	-0.8%	-$7.62K	0.02%	346
2023 Q1	$1M	Sell	4,492 -257	-5%	-$58.5K	0.02%	341
2022 Q4	$1.12M	Buy	4,749 +1,058	+29%	+$245K	0.03%	323
2022 Q3	$845K	Sell	3,691 -328	-8%	-$80.3K	0.02%	345
2022 Q2	$903K	Buy	4,019 +24	+0.6%	+$5.53K	0.02%	342
2022 Q1	$1.04M	Sell	3,995 -564	-12%	-$141K	0.02%	347
2021 Q4	$1.33M	Buy	+4,559	New	+$1.26M	0.03%	342

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group

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

T. Rowe Price Associates

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

Capital International Investors

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

Fidelity Investments

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

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM