Dorsey Asset Management’s Danaher DHR Stock Holding History

Dorsey Asset 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
2026 Q1	$110M	Sell	580,240 -247,280	-30%	-$52.7M	8.76%	5
2025 Q4	$189M	Sell	827,520 -33,330	-4%	-$7.33M	16.47%	2
2025 Q3	$171M	Sell	860,850 -66,142	-7%	-$13.2M	15.34%	1
2025 Q2	$183M	Buy	926,992 +235,688	+34%	+$45.7M	16.42%	1
2025 Q1	$142M	Buy	691,304 +296,513	+75%	+$64.7M	15.02%	3
2024 Q4	$90.6M	Buy	394,791 +97,299	+33%	+$23.9M	9.34%	6
2024 Q3	$82.7M	Sell	297,492 -8,928	-3%	-$2.36M	8.92%	6
2024 Q2	$76.6M	Sell	306,420 -3,944	-1%	-$996K	9.12%	6
2024 Q1	$77.5M	Sell	310,364 -4,152	-1%	-$1.01M	9.01%	6
2023 Q4	$72.8M	Buy	+314,516	New	+$66.9M	9.35%	7

Other funds holding DHR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dorsey Asset Management's DHR Position: Q1 2026 in Review

Dorsey Asset Management reduced its Danaher (DHR) stake by 30% in Q1 2026, selling an estimated $52.7M and leaving 580,240 shares worth $110M. The position accounts for 8.76% of the portfolio, ranked #5.

Dorsey Asset Management first reported a position in DHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $189M in Q4 2025. 2,167 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

Dorsey Asset Management held 580,240 shares of Danaher worth $110M as of Q1 2026.
Dorsey Asset Management sold 247,280 Danaher shares in Q1 2026, an estimated $52.7M.
Danaher made up 8.76% of Dorsey Asset Management's portfolio in Q1 2026, its #5 holding.
Dorsey Asset Management first reported a position in Danaher in Q4 2023 and has held it in 10 quarters since.
Dorsey Asset Management's Danaher position peaked at $189M in Q4 2025.
2,167 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on Dorsey Asset Management's 13F filing for Q1 2026, filed 15 May 2026.