LWA
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LifeGoal Wealth Advisors’s Danaher DHR Stock Holding History

LifeGoal 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
Q3 		$228K Sell
1,028
-132
-11% -$27.1K 0.07% 182
2026
Q2 		$221K Buy
+1,160
New +$211K 0.1% 135

Other funds holding DHR

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

LifeGoal Wealth Advisors's DHR Position: Q3 2026 in Review

LifeGoal Wealth Advisors reduced its Danaher (DHR) stake by 11% in Q3 2026, selling an estimated $27.1K and leaving 1,028 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #182.

LifeGoal Wealth Advisors first reported a position in DHR in Q2 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold DHR as of Q3 2026.

  • LifeGoal Wealth Advisors held 1,028 shares of Danaher worth $228K as of Q3 2026.
  • LifeGoal Wealth Advisors sold 132 Danaher shares in Q3 2026, an estimated $27.1K.
  • Danaher made up 0.07% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #182 holding.
  • LifeGoal Wealth Advisors first reported a position in Danaher in Q2 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Danaher as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.