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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's DHR Position: Q2 2025 in Review

Congress Wealth Management increased its Danaher (DHR) stake by 3.5% in Q2 2025, buying an estimated $188K and bringing the position to 28,492 shares worth $5.63M. The position accounts for 0.05% of the portfolio, ranked #360.

Congress Wealth Management first reported a position in DHR in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.68M in Q1 2025. 2,173 funds tracked by Wall St. Rank hold DHR as of Q2 2025.

  • Congress Wealth Management held 28,492 shares of Danaher worth $5.63M as of Q2 2025.
  • Congress Wealth Management bought 968 Danaher shares in Q2 2025, an estimated $188K.
  • Danaher made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #360 holding.
  • Congress Wealth Management first reported a position in Danaher in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Danaher position peaked at $5.68M in Q1 2025.
  • 2,173 funds tracked by Wall St. Rank held Danaher as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.