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Madison Wealth Management’s Danaher DHR Stock Holding History

Madison 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
2023
Q3 		$2.63M Buy
11,948
+260
+2% +$58K 0.55% 58
2023
Q2 		$2.49M Sell
11,688
-514
-4% -$109K 0.5% 63
2023
Q1 		$2.73M Buy
12,202
+187
+2% +$42.5K 0.59% 57
2022
Q4 		$2.83M Buy
12,015
+379
+3% +$87.9K 0.65% 51
2022
Q3 		$2.67M Buy
+11,636
New +$2.85M 0.65% 47

Other funds holding DHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Madison Wealth Management's DHR Position: Q3 2023 in Review

Madison Wealth Management increased its Danaher (DHR) stake by 2.2% in Q3 2023, buying an estimated $58K and bringing the position to 11,948 shares worth $2.63M. The position accounts for 0.55% of the portfolio, ranked #58.

Madison Wealth Management first reported a position in DHR in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.83M in Q4 2022. 2,088 funds tracked by Wall St. Rank hold DHR as of Q3 2023.

  • Madison Wealth Management held 11,948 shares of Danaher worth $2.63M as of Q3 2023.
  • Madison Wealth Management bought 260 Danaher shares in Q3 2023, an estimated $58K.
  • Danaher made up 0.55% of Madison Wealth Management's portfolio in Q3 2023, its #58 holding.
  • Madison Wealth Management first reported a position in Danaher in Q3 2022 and has held it in 5 quarters since.
  • Madison Wealth Management's Danaher position peaked at $2.83M in Q4 2022.
  • 2,088 funds tracked by Wall St. Rank held Danaher as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.