Koa Wealth Management
DHR icon

Koa Wealth Management’s Danaher DHR Stock Holding History

Koa Wealth Management’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
Q3 		$4.82M Sell
21,742
-175
-0.8% -$35.9K 3.12% 7
2026
Q2 		$4.17M Buy
21,917
+1,627
+8% +$295K 2.84% 8
2026
Q1 		$3.85M Sell
20,290
-348
-2% -$74.1K 2.78% 9
2025
Q4 		$4.72M Buy
20,638
+46
+0.2% +$10.1K 3.24% 7
2025
Q3 		$4.08M Buy
20,592
+754
+4% +$150K 3.03% 7
2025
Q2 		$3.92M Buy
19,838
+1,290
+7% +$250K 3.11% 7
2025
Q1 		$3.8M Buy
18,548
+2,239
+14% +$489K 3.07% 8
2024
Q4 		$3.74M Sell
16,309
-220
-1% -$54.1K 3.06% 8
2024
Q3 		$4.6M Sell
16,529
-136
-0.8% -$36K 3.55% 7
2024
Q2 		$4.16M Sell
16,665
-223
-1% -$56.3K 3.52% 7
2024
Q1 		$4.22M Sell
16,888
-78
-0.5% -$19K 3.8% 6
2023
Q4 		$3.92M Buy
+16,966
New +$3.61M 3.87% 5

Other funds holding DHR

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Koa Wealth Management's DHR Position: Q3 2026 in Review

Koa Wealth Management reduced its Danaher (DHR) stake by 0.8% in Q3 2026, selling an estimated $35.9K and leaving 21,742 shares worth $4.82M. The position accounts for 3.12% of the portfolio, ranked #7.

Koa Wealth Management first reported a position in DHR in Q4 2023 and has held it in 12 quarters since. 861 funds tracked by Wall St. Rank hold DHR as of Q3 2026.

  • Koa Wealth Management held 21,742 shares of Danaher worth $4.82M as of Q3 2026.
  • Koa Wealth Management sold 175 Danaher shares in Q3 2026, an estimated $35.9K.
  • Danaher made up 3.12% of Koa Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Koa Wealth Management first reported a position in Danaher in Q4 2023 and has held it in 12 quarters since.
  • 861 funds tracked by Wall St. Rank held Danaher as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.