Encompass Wealth Advisors’s Danaher DHR Stock Holding History

Encompass Wealth Advisors’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	-3,250	Closed	-$904K	–	105
2024 Q3	$904K	Hold	3,250	–	–	0.23%	91
2024 Q2	$812K	Hold	3,250	–	–	0.22%	95
2024 Q1	$812K	Hold	3,250	–	–	0.22%	94
2023 Q4	$752K	Sell	3,250 -416	-11%	-$88.5K	0.23%	88
2023 Q3	$806K	Buy	3,666 +1,081	+42%	+$241K	0.27%	78
2023 Q2	$550K	Hold	2,585	–	–	0.18%	102
2023 Q1	$578K	Hold	2,585	–	–	0.2%	95
2022 Q4	$608K	Hold	2,585	–	–	0.22%	84
2022 Q3	$592K	Hold	2,585	–	–	0.23%	82
2022 Q2	$581K	Hold	2,585	–	–	0.21%	91
2022 Q1	$672K	Buy	2,585 +47	+2%	+$11.8K	0.17%	100
2021 Q4	$740K	Hold	2,538	–	–	0.18%	99
2021 Q3	$684K	Hold	2,538	–	–	0.18%	100
2021 Q2	$603K	Hold	2,538	–	–	0.15%	119
2021 Q1	$576K	Hold	2,538	–	–	0.15%	123
2020 Q4	$500K	Buy	+2,538	New	+$509K	0.29%	64

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

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

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

Norges Bank Oslo, Norway $935B AUM

Encompass Wealth Advisors's DHR Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of Danaher (DHR) in Q4 2024, closing a stake of 3,250 shares — an estimated $904K sold.

Encompass Wealth Advisors first reported a position in DHR in Q4 2020 and held it in 16 quarters. The position peaked at $904K in Q3 2024. 2,312 funds tracked by Wall St. Rank hold DHR as of Q4 2024.

Encompass Wealth Advisors reported no remaining Danaher position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 3,250 Danaher shares in Q4 2024, an estimated $904K.
Encompass Wealth Advisors first reported a position in Danaher in Q4 2020 and held it in 16 quarters.
Encompass Wealth Advisors's Danaher position peaked at $904K in Q3 2024.
2,312 funds tracked by Wall St. Rank held Danaher as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.