Integrated Wealth Concepts’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
$2.94M Sell
15,436
-4,070
-21% -$739K 0.01% 784
2026
Q1
$3.7M Buy
19,506
+9,138
+88% +$1.95M 0.03% 526
2025
Q4
$2.37M Sell
10,368
-1,083
-9% -$238K 0.03% 488
2025
Q3
$2.27M Buy
11,451
+997
+10% +$198K 0.02% 627
2025
Q2
$2.07M Buy
10,454
+3,082
+42% +$598K 0.02% 606
2025
Q1
$1.51M Sell
7,372
-180
-2% -$39.3K 0.02% 657
2024
Q4
$1.73M Sell
7,552
-649
-8% -$159K 0.02% 608
2024
Q3
$2.28M Buy
8,201
+408
+5% +$108K 0.03% 509
2024
Q2
$1.95M Buy
7,793
+357
+5% +$90.2K 0.03% 515
2024
Q1
$1.86M Buy
7,436
+480
+7% +$117K 0.03% 545
2023
Q4
$1.61M Sell
6,956
-1,355
-16% -$288K 0.03% 560
2023
Q3
$1.83M Sell
8,311
-1,338
-14% -$298K 0.03% 483
2023
Q2
$2.05M Buy
9,649
+1,861
+24% +$394K 0.04% 452
2023
Q1
$1.74M Buy
7,788
+543
+7% +$124K 0.04% 456
2022
Q4
$1.71M Buy
7,245
+232
+3% +$53.8K 0.05% 350
2022
Q3
$1.61M Sell
7,013
-101
-1% -$24.7K 0.05% 328
2022
Q2
$1.6M Sell
7,114
-244
-3% -$56.2K 0.05% 328
2022
Q1
$1.91M Buy
7,358
+541
+8% +$135K 0.06% 271
2021
Q4
$1.99M Buy
6,817
+1,143
+20% +$315K 0.06% 264
2021
Q3
$1.53M Buy
5,674
+694
+14% +$189K 0.05% 295
2021
Q2
$1.19M Buy
4,980
+857
+21% +$190K 0.04% 316
2021
Q1
$823K Buy
4,123
+1,057
+34% +$215K 0.03% 340
2020
Q4
$604K Sell
3,066
-48
-2% -$9.62K 0.03% 371
2020
Q3
$594K Sell
3,114
-14
-0.4% -$2.49K 0.04% 307
2020
Q2
$490K Sell
3,128
-123
-4% -$17.7K 0.04% 287
2020
Q1
$399K Buy
3,251
+897
+38% +$121K 0.04% 266
2019
Q4
$320K Buy
2,354
+148
+7% +$18.7K 0.03% 357
2019
Q3
$283K Buy
+2,206
New +$276K 0.03% 324

Other funds holding DHR

Integrated Wealth Concepts's DHR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Danaher (DHR) stake by 21% in Q2 2026, selling an estimated $739K and leaving 15,436 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #784.

Integrated Wealth Concepts first reported a position in DHR in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.7M in Q1 2026. 2,094 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • Integrated Wealth Concepts held 15,436 shares of Danaher worth $2.94M as of Q2 2026.
  • Integrated Wealth Concepts sold 4,070 Danaher shares in Q2 2026, an estimated $739K.
  • Danaher made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #784 holding.
  • Integrated Wealth Concepts first reported a position in Danaher in Q3 2019 and has held it in 28 quarters since.
  • Integrated Wealth Concepts's Danaher position peaked at $3.7M in Q1 2026.
  • 2,094 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.