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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Danaher DHR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		$671K Buy
3,522
+1,114
+46% +$202K 0.18% 86
2026
Q1 		$457K Buy
2,408
+223
+10% +$47.5K 0.14% 104
2025
Q4 		$500K Sell
2,185
-343
-14% -$75.4K 0.15% 96
2025
Q3 		$502K Buy
2,528
+339
+15% +$67.5K 0.16% 83
2025
Q2 		$433K Sell
2,189
-256
-10% -$49.6K 0.15% 91
2025
Q1 		$501K Buy
2,445
+269
+12% +$58.7K 0.19% 84
2024
Q4 		$500K Buy
2,176
+196
+10% +$48.2K 0.2% 79
2024
Q3 		$551K Buy
1,980
+110
+6% +$29.1K 0.28% 50
2024
Q2 		$467K Sell
1,870
-25
-1% -$6.32K 0.27% 52
2024
Q1 		$473K Buy
1,895
+316
+20% +$77.1K 0.31% 52
2023
Q4 		$365K Buy
1,579
+82
+5% +$17.5K 0.23% 58
2023
Q3 		$329K Sell
1,497
-8,500
-85% -$1.9M 0.24% 56
2023
Q2 		$318K Buy
9,997
+8,500
+568% +$1.8M 0.24% 59
2023
Q1 		$334K Hold
1,497
– – 0.26% 51
2022
Q4 		$352K Buy
+1,497
New +$347K 0.3% 42

Other funds holding DHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DHR Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Danaher (DHR) stake by 46% in Q2 2026, buying an estimated $202K and bringing the position to 3,522 shares worth $671K. The position accounts for 0.18% of the portfolio, ranked #86.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DHR in Q4 2022 and has held it in 15 quarters since. 1,245 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,522 shares of Danaher worth $671K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1,114 Danaher shares in Q2 2026, an estimated $202K.
  • Danaher made up 0.18% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #86 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Danaher in Q4 2022 and has held it in 15 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.