KWA
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Kingswood Wealth Advisors’s Danaher DHR Stock Holding History

Kingswood 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
2026
Q2 		$230K Sell
1,209
-952
-44% -$173K 0.01% 901
2026
Q1 		$410K Sell
2,161
-635
-23% -$135K 0.02% 601
2025
Q4 		$640K Buy
2,796
+752
+37% +$165K 0.03% 456
2025
Q3 		$405K Sell
2,044
-1,161
-36% -$231K 0.02% 540
2025
Q2 		$633K Sell
3,205
-243
-7% -$47.1K 0.05% 359
2025
Q1 		$707K Buy
3,448
+38
+1% +$8.3K 0.06% 320
2024
Q4 		$783K Sell
3,410
-7,729
-69% -$1.9M 0.06% 325
2024
Q3 		$3.1M Buy
11,139
+1,233
+12% +$326K 0.22% 109
2024
Q2 		$2.48M Buy
9,906
+480
+5% +$121K 0.22% 97
2024
Q1 		$2.35M Sell
9,426
-244
-3% -$59.5K 0.27% 83
2023
Q4 		$2.24M Buy
9,670
+7,766
+408% +$1.65M 0.25% 88
2023
Q3 		$2.24M Sell
1,904
-40
-2% -$8.92K 0.38% 68
2023
Q2 		$414K Buy
+1,944
New +$412K 0.13% 157

Other funds holding DHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kingswood Wealth Advisors's DHR Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Danaher (DHR) stake by 44% in Q2 2026, selling an estimated $173K and leaving 1,209 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #901.

Kingswood Wealth Advisors first reported a position in DHR in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.1M in Q3 2024. 2,094 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • Kingswood Wealth Advisors held 1,209 shares of Danaher worth $230K as of Q2 2026.
  • Kingswood Wealth Advisors sold 952 Danaher shares in Q2 2026, an estimated $173K.
  • Danaher made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #901 holding.
  • Kingswood Wealth Advisors first reported a position in Danaher in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Danaher position peaked at $3.1M in Q3 2024.
  • 2,094 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.