Heartwood Wealth Advisors’s Danaher DHR Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-189	Closed	-$37.5K	–	309
2025 Q3	$37.5K	Buy	+189	New	+$37.6K	﹤0.01%	318

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heartwood Wealth Advisors's DHR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Danaher (DHR) in Q4 2025, closing a stake of 189 shares — an estimated $37.5K sold.

Heartwood Wealth Advisors first reported a position in DHR in Q3 2025 and held it in 1 quarter. The position peaked at $37.5K in Q3 2025. 2,307 funds tracked by Wall St. Rank hold DHR as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Danaher position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 189 Danaher shares in Q4 2025, an estimated $37.5K.
Heartwood Wealth Advisors first reported a position in Danaher in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Danaher position peaked at $37.5K in Q3 2025.
2,307 funds tracked by Wall St. Rank held Danaher as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.