Dougherty Wealth Advisers’s Danaher DHR Stock Holding History

Dougherty Wealth Advisers’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	–	Sell	-786	Closed	-$180K	–	112
2025 Q4	$180K	Hold	786	–	–	0.1%	47
2025 Q3	$156K	Hold	786	–	–	0.1%	47
2025 Q2	$155K	Hold	786	–	–	0.1%	45
2025 Q1	$161K	Hold	786	–	–	0.12%	44
2024 Q4	$180K	Hold	786	–	–	0.14%	43
2024 Q3	$219K	Hold	786	–	–	0.17%	36
2024 Q2	$196K	Hold	786	–	–	0.17%	36
2024 Q1	$196K	Sell	786 -206	-21%	-$50.3K	0.17%	37
2023 Q4	$229K	Sell	992 -127	-11%	-$27K	0.21%	33
2023 Q3	$246K	Sell	1,119 -280	-20%	-$62.4K	0.29%	26
2023 Q2	$298K	Hold	1,399	–	–	0.41%	24
2023 Q1	$313K	Hold	1,399	–	–	0.47%	23
2022 Q4	$329K	Hold	1,399	–	–	0.54%	21
2022 Q3	$320K	Hold	1,399	–	–	0.63%	17
2022 Q2	$314K	Hold	1,399	–	–	0.59%	17
2022 Q1	$364K	Hold	1,399	–	–	0.55%	22
2021 Q4	$408K	Hold	1,399	–	–	0.57%	23
2021 Q3	$378K	Hold	1,399	–	–	0.56%	23
2021 Q2	$333K	Hold	1,399	–	–	0.49%	25
2021 Q1	$279K	Hold	1,399	–	–	0.42%	28
2020 Q4	$275K	Hold	1,399	–	–	0.43%	28
2020 Q3	$267K	Hold	1,399	–	–	0.92%	25
2020 Q2	$219K	Hold	1,399	–	–	0.8%	28
2020 Q1	$172K	Hold	1,399	–	–	0.68%	37
2019 Q4	$190K	Hold	1,399	–	–	0.58%	38
2019 Q3	$179K	Sell	1,399 -17	-1%	-$2.13K	0.59%	40
2019 Q2	$179K	Hold	1,416	–	–	0.51%	43
2019 Q1	$166K	Hold	1,416	–	–	0.56%	39
2018 Q4	$136K	Buy	+1,416	New	+$129K	0.45%	46

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

Dougherty Wealth Advisers's DHR Position: Q1 2026 in Review

Dougherty Wealth Advisers sold out of Danaher (DHR) in Q1 2026, closing a stake of 786 shares — an estimated $180K sold.

Dougherty Wealth Advisers first reported a position in DHR in Q4 2018 and held it in 29 quarters. The position peaked at $408K in Q4 2021. 2,165 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

Dougherty Wealth Advisers reported no remaining Danaher position as of Q1 2026 after selling out during the quarter.
Dougherty Wealth Advisers sold 786 Danaher shares in Q1 2026, an estimated $180K.
Dougherty Wealth Advisers first reported a position in Danaher in Q4 2018 and held it in 29 quarters.
Dougherty Wealth Advisers's Danaher position peaked at $408K in Q4 2021.
2,165 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.