Institute for Wealth Management’s Danaher DHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $599K | Buy |
3,146
+32
| +1% | +$5.81K | 0.05% | 291 |
|
|
2026
Q1 | $590K | Hold |
3,114
| – | – | 0.06% | 287 |
|
|
2025
Q4 | $713K | Sell |
3,114
-10
| -0.3% | -$2.2K | 0.08% | 249 |
|
|
2025
Q3 | $619K | Buy |
3,124
+2
| +0.1% | +$398 | 0.06% | 278 |
|
|
2025
Q2 | $617K | Sell |
3,122
-8
| -0.3% | -$1.55K | 0.07% | 271 |
|
|
2025
Q1 | $642K | Sell |
3,130
-174
| -5% | -$38K | 0.08% | 250 |
|
|
2024
Q4 | $758K | Sell |
3,304
-223
| -6% | -$54.8K | 0.1% | 221 |
|
|
2024
Q3 | $980K | Sell |
3,527
-15
| -0.4% | -$3.97K | 0.12% | 181 |
|
|
2024
Q2 | $885K | Sell |
3,542
-14
| -0.4% | -$3.54K | 0.12% | 181 |
|
|
2024
Q1 | $888K | Buy |
3,556
+94
| +3% | +$22.9K | 0.11% | 183 |
|
|
2023
Q4 | $801K | Sell |
3,462
-326
| -9% | -$69.4K | 0.13% | 183 |
|
|
2023
Q3 | $833K | Sell |
3,788
-14
| -0.4% | -$3.12K | 0.15% | 168 |
|
|
2023
Q2 | $809K | Hold |
3,802
| – | – | 0.14% | 178 |
|
|
2023
Q1 | $850K | Buy |
3,802
+32
| +0.8% | +$7.28K | 0.16% | 161 |
|
|
2022
Q4 | $887K | Buy |
3,770
+59
| +2% | +$13.7K | 0.19% | 152 |
|
|
2022
Q3 | $850K | Hold |
3,711
| – | – | 0.19% | 143 |
|
|
2022
Q2 | $834K | Hold |
3,711
| – | – | 0.16% | 161 |
|
|
2022
Q1 | $965K | Buy |
3,711
+151
| +4% | +$37.8K | 0.16% | 165 |
|
|
2021
Q4 | $1.04M | Sell |
3,560
-20
| -0.6% | -$5.51K | 0.17% | 152 |
|
|
2021
Q3 | $966K | Buy |
3,580
+356
| +11% | +$96.9K | 0.17% | 155 |
|
|
2021
Q2 | $767K | Sell |
3,224
-18
| -0.6% | -$3.99K | 0.13% | 187 |
|
|
2021
Q1 | $647K | Sell |
3,242
-176
| -5% | -$35.7K | 0.12% | 209 |
|
|
2020
Q4 | $673K | Sell |
3,418
-972
| -22% | -$195K | 0.13% | 197 |
|
|
2020
Q3 | $838K | Buy |
4,390
+158
| +4% | +$28.1K | 0.19% | 137 |
|
|
2020
Q2 | $663K | Buy |
4,232
+142
| +3% | +$20.4K | 0.16% | 175 |
|
|
2020
Q1 | $502K | Sell |
4,090
-795
| -16% | -$107K | 0.15% | 184 |
|
|
2019
Q4 | $665K | Buy |
4,885
+14
| +0.3% | +$1.77K | 0.15% | 205 |
|
|
2019
Q3 | $624K | Sell |
4,871
-56
| -1% | -$7.01K | 0.16% | 192 |
|
|
2019
Q2 | $624K | Sell |
4,927
-2,399
| -33% | -$284K | 0.14% | 219 |
|
|
2019
Q1 | $857K | Buy |
+7,326
| New | +$751K | 0.19% | 152 |
|
|
2018
Q1 | – | Sell |
-6,919
| Closed | -$555K | – | 289 |
|
|
2017
Q4 | $555K | Buy |
+6,919
| New | +$563K | 0.13% | 209 |
|
|
2017
Q3 | – | Sell |
-6,573
| Closed | -$494K | – | 279 |
|
|
2017
Q2 | $494K | Buy |
+6,573
| New | +$492K | 0.14% | 226 |
|
Other funds holding DHR
Institute for Wealth Management's DHR Position: Q2 2026 in Review
Institute for Wealth Management increased its Danaher (DHR) stake by 1% in Q2 2026, buying an estimated $5.81K and bringing the position to 3,146 shares worth $599K. The position accounts for 0.05% of the portfolio, ranked #291.
Institute for Wealth Management first reported a position in DHR in Q2 2017 and has held it in 32 quarters since. The position peaked at $1.04M in Q4 2021. 2,094 funds tracked by Wall St. Rank hold DHR as of Q2 2026.
- Institute for Wealth Management held 3,146 shares of Danaher worth $599K as of Q2 2026.
- Institute for Wealth Management bought 32 Danaher shares in Q2 2026, an estimated $5.81K.
- Danaher made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #291 holding.
- Institute for Wealth Management first reported a position in Danaher in Q2 2017 and has held it in 32 quarters since.
- Institute for Wealth Management's Danaher position peaked at $1.04M in Q4 2021.
- 2,094 funds tracked by Wall St. Rank held Danaher as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.