CWA
DHR icon

Consilium Wealth Advisory’s Danaher DHR Stock Holding History

Consilium Wealth Advisory’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
2024
Q4 		– Sell
-887
Closed -$247K – 88
2024
Q3 		$247K Sell
887
-139
-14% -$36.8K 0.13% 76
2024
Q2 		$256K Hold
1,026
– – 0.14% 79
2024
Q1 		$256K Buy
1,026
+139
+16% +$33.9K 0.14% 76
2023
Q4 		$205K Sell
887
-114
-11% -$24.3K 0.12% 83
2023
Q3 		$220K Hold
1,001
– – 0.15% 81
2023
Q2 		$213K Sell
1,001
-50
-5% -$10.6K 0.15% 79
2023
Q1 		$235K Hold
1,051
– – 0.2% 70
2022
Q4 		$247K Hold
1,051
– – 0.21% 71
2022
Q3 		$241K Sell
1,051
-109
-9% -$26.7K 0.27% 63
2022
Q2 		$261K Buy
1,160
+57
+5% +$13.1K 0.28% 65
2022
Q1 		$287K Buy
1,103
+143
+15% +$35.8K 0.21% 72
2021
Q4 		$280K Buy
+960
New +$264K 0.18% 76

Other funds holding DHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Consilium Wealth Advisory's DHR Position: Q4 2024 in Review

Consilium Wealth Advisory sold out of Danaher (DHR) in Q4 2024, closing a stake of 887 shares — an estimated $247K sold.

Consilium Wealth Advisory first reported a position in DHR in Q4 2021 and held it in 12 quarters. The position peaked at $287K in Q1 2022. 2,312 funds tracked by Wall St. Rank hold DHR as of Q4 2024.

  • Consilium Wealth Advisory reported no remaining Danaher position as of Q4 2024 after selling out during the quarter.
  • Consilium Wealth Advisory sold 887 Danaher shares in Q4 2024, an estimated $247K.
  • Consilium Wealth Advisory first reported a position in Danaher in Q4 2021 and held it in 12 quarters.
  • Consilium Wealth Advisory's Danaher position peaked at $287K in Q1 2022.
  • 2,312 funds tracked by Wall St. Rank held Danaher as of Q4 2024.

Based on Consilium Wealth Advisory's 13F filing for Q4 2024, filed 5 Feb 2025.