Discipline Wealth Solutions’s Danaher DHR Stock Holding History

Discipline Wealth Solutions’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 Q3	$253K	Hold	1,141	–	–	0.02%	180
2026 Q2	$217K	Hold	1,141	–	–	0.02%	191
2026 Q1	$216K	Hold	1,141	–	–	0.02%	187
2025 Q4	$261K	Buy	1,141 +10	+0.9%	+$2.2K	0.05%	144
2025 Q3	$224K	Hold	1,131	–	–	0.06%	143
2025 Q2	$223K	Hold	1,131	–	–	0.09%	85
2025 Q1	$232K	Hold	1,131	–	–	0.11%	71
2024 Q4	$260K	Hold	1,131	–	–	0.12%	72
2024 Q3	$314K	Buy	+1,131	New	+$299K	0.17%	58

Other funds holding DHR

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Discipline Wealth Solutions's DHR Position: Q3 2026 in Review

Discipline Wealth Solutions held its Danaher (DHR) position steady in Q3 2026 at 1,141 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #180.

Discipline Wealth Solutions first reported a position in DHR in Q3 2024 and has held it in 9 quarters since. The position peaked at $314K in Q3 2024. 648 funds tracked by Wall St. Rank hold DHR as of Q3 2026.

Discipline Wealth Solutions held 1,141 shares of Danaher worth $253K as of Q3 2026.
Discipline Wealth Solutions left its Danaher share count unchanged in Q3 2026.
Danaher made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #180 holding.
Discipline Wealth Solutions first reported a position in Danaher in Q3 2024 and has held it in 9 quarters since.
Discipline Wealth Solutions's Danaher position peaked at $314K in Q3 2024.
648 funds tracked by Wall St. Rank held Danaher as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.