IWP
DHR icon

Icon Wealth Partners’s Danaher DHR Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$203K Sell
925
-1
-0.1% -$223 0.02% 286
2023
Q2 		$197K Buy
+926
New +$196K 0.02% 317
2020
Q3 		– Sell
-1,769
Closed -$277K – 271
2020
Q2 		$277K Buy
+1,769
New +$254K 0.07% 197
2018
Q1 		– Sell
-152
Closed -$13K – 373
2017
Q4 		$13K Buy
+152
New +$12.4K 0.01% 677

Other funds holding DHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Partners's DHR Position: Q3 2023 in Review

Icon Wealth Partners reduced its Danaher (DHR) stake by 0.11% in Q3 2023, selling an estimated $223 and leaving 925 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #286.

Icon Wealth Partners first reported a position in DHR in Q4 2017 and has held it in 4 quarters since. The position peaked at $277K in Q2 2020. 2,087 funds tracked by Wall St. Rank hold DHR as of Q3 2023.

  • Icon Wealth Partners held 925 shares of Danaher worth $203K as of Q3 2023.
  • Icon Wealth Partners sold 1 Danaher share in Q3 2023, an estimated $223.
  • Danaher made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #286 holding.
  • Icon Wealth Partners first reported a position in Danaher in Q4 2017 and has held it in 4 quarters since.
  • Icon Wealth Partners's Danaher position peaked at $277K in Q2 2020.
  • 2,087 funds tracked by Wall St. Rank held Danaher as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.