EWA
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Exencial Wealth Advisors’s Danaher DHR Stock Holding History

Exencial 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
2026
Q1 		$3.52M Sell
18,559
-230
-1% -$49K 0.11% 175
2025
Q4 		$4.3M Sell
18,789
-297
-2% -$65.3K 0.14% 151
2025
Q3 		$3.78M Buy
19,086
+491
+3% +$97.7K 0.12% 159
2025
Q2 		$3.67M Buy
18,595
+6,681
+56% +$1.3M 0.13% 157
2025
Q1 		$2.44M Sell
11,914
-135
-1% -$29.5K 0.09% 194
2024
Q4 		$2.77M Sell
12,049
-464
-4% -$114K 0.1% 184
2024
Q3 		$3.48M Sell
12,513
-637
-5% -$169K 0.12% 166
2024
Q2 		$3.29M Sell
13,150
-811
-6% -$205K 0.12% 163
2024
Q1 		$3.49M Sell
13,961
-782
-5% -$191K 0.13% 162
2023
Q4 		$3.41M Sell
14,743
-1,743
-11% -$371K 0.14% 150
2023
Q3 		$3.63M Sell
16,486
-4,494
-21% -$1M 0.18% 134
2023
Q2 		$4.46M Buy
20,980
+11,346
+118% +$2.4M 0.21% 122
2023
Q1 		$2.15M Sell
9,634
-212
-2% -$48.2K 0.11% 166
2022
Q4 		$2.32M Sell
9,846
-418
-4% -$96.9K 0.12% 167
2022
Q3 		$2.35M Buy
10,264
+1,098
+12% +$269K 0.14% 151
2022
Q2 		$2.06M Sell
9,166
-172
-2% -$39.6K 0.12% 168
2022
Q1 		$2.43M Sell
9,338
-409
-4% -$102K 0.12% 172
2021
Q4 		$2.84M Sell
9,747
-297
-3% -$81.8K 0.14% 167
2021
Q3 		$2.71M Sell
10,044
-2,041
-17% -$556K 0.12% 130
2021
Q2 		$2.88M Buy
12,085
+371
+3% +$82.3K 0.16% 154
2021
Q1 		$2.34M Sell
11,714
-87
-0.7% -$17.7K 0.14% 165
2020
Q4 		$2.32M Sell
11,801
-9,651
-45% -$1.94M 0.16% 143
2020
Q3 		$4.1M Buy
21,452
+9,267
+76% +$1.65M 0.22% 128
2020
Q2 		$1.91M Buy
12,185
+9,759
+402% +$1.4M 0.17% 140
2020
Q1 		$298K Buy
+2,426
New +$327K 0.05% 192
2019
Q4 		– Sell
-1,616
Closed -$207K – 267
2019
Q3 		$207K Buy
+1,616
New +$202K 0.04% 235

Other funds holding DHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Exencial Wealth Advisors's DHR Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Danaher (DHR) stake by 1.2% in Q1 2026, selling an estimated $49K and leaving 18,559 shares worth $3.52M. The position accounts for 0.11% of the portfolio, ranked #175.

Exencial Wealth Advisors first reported a position in DHR in Q3 2019 and has held it in 26 quarters since. The position peaked at $4.46M in Q2 2023. 2,178 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

  • Exencial Wealth Advisors held 18,559 shares of Danaher worth $3.52M as of Q1 2026.
  • Exencial Wealth Advisors sold 230 Danaher shares in Q1 2026, an estimated $49K.
  • Danaher made up 0.11% of Exencial Wealth Advisors's portfolio in Q1 2026, its #175 holding.
  • Exencial Wealth Advisors first reported a position in Danaher in Q3 2019 and has held it in 26 quarters since.
  • Exencial Wealth Advisors's Danaher position peaked at $4.46M in Q2 2023.
  • 2,178 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.