Delap Wealth Advisory’s Danaher DHR Stock Holding History

Delap 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 Q2	–	Sell	-1,393	Closed	-$348K	–	170
2024 Q1	$348K	Buy	+1,393	New	+$340K	0.14%	128

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Delap Wealth Advisory's DHR Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Danaher (DHR) in Q2 2024, closing a stake of 1,393 shares — an estimated $348K sold.

Delap Wealth Advisory first reported a position in DHR in Q1 2024 and held it in 1 quarter. The position peaked at $348K in Q1 2024. 2,175 funds tracked by Wall St. Rank hold DHR as of Q2 2024.

Delap Wealth Advisory reported no remaining Danaher position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,393 Danaher shares in Q2 2024, an estimated $348K.
Delap Wealth Advisory first reported a position in Danaher in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Danaher position peaked at $348K in Q1 2024.
2,175 funds tracked by Wall St. Rank held Danaher as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.