Lyell Wealth Management
DHR icon

Lyell Wealth Management’s Danaher DHR Stock Holding History

Lyell 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 		$528K Buy
2,381
+139
+6% +$28.5K 0.03% 171
2026
Q2 		$427K Sell
2,242
-206
-8% -$37.4K 0.03% 175
2026
Q1 		$464K Buy
2,448
+12
+0.5% +$2.56K 0.03% 157
2025
Q4 		$558K Buy
2,436
+140
+6% +$30.8K 0.04% 142
2025
Q3 		$455K Hold
2,296
– – 0.03% 152
2025
Q2 		$454K Buy
+2,296
New +$445K 0.04% 152

Other funds holding DHR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Lyell Wealth Management increased its Danaher (DHR) stake by 6.2% in Q3 2026, buying an estimated $28.5K and bringing the position to 2,381 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #171.

Lyell Wealth Management first reported a position in DHR in Q2 2025 and has held it in 6 quarters since. The position peaked at $558K in Q4 2025. 1,303 funds tracked by Wall St. Rank hold DHR as of Q3 2026.

  • Lyell Wealth Management held 2,381 shares of Danaher worth $528K as of Q3 2026.
  • Lyell Wealth Management bought 139 Danaher shares in Q3 2026, an estimated $28.5K.
  • Danaher made up 0.03% of Lyell Wealth Management's portfolio in Q3 2026, its #171 holding.
  • Lyell Wealth Management first reported a position in Danaher in Q2 2025 and has held it in 6 quarters since.
  • Lyell Wealth Management's Danaher position peaked at $558K in Q4 2025.
  • 1,303 funds tracked by Wall St. Rank held Danaher as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.