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Marcum Wealth’s Danaher DHR Stock Holding History

Marcum Wealth’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
2025
Q1 		$382K Sell
1,864
-283
-13% -$61.8K 0.03% 234
2024
Q4 		$493K Sell
2,147
-36
-2% -$8.85K 0.04% 199
2024
Q3 		$607K Sell
2,183
-14
-0.6% -$3.71K 0.06% 168
2024
Q2 		$549K Buy
2,197
+1
+0% +$253 0.06% 173
2024
Q1 		$548K Sell
2,196
-88
-4% -$21.5K 0.06% 181
2023
Q4 		$528K Sell
2,284
-400
-15% -$85.1K 0.06% 178
2023
Q3 		$590K Buy
2,684
+67
+3% +$14.9K 0.07% 146
2023
Q2 		$557K Sell
2,617
-1,910
-42% -$404K 0.07% 155
2023
Q1 		$1.01M Buy
4,527
+1,726
+62% +$393K 0.13% 90
2022
Q4 		$659K Sell
2,801
-265
-9% -$61.4K 0.09% 133
2022
Q3 		$702K Buy
3,066
+208
+7% +$50.9K 0.11% 120
2022
Q2 		$642K Buy
2,858
+574
+25% +$132K 0.1% 130
2022
Q1 		$594K Buy
2,284
+114
+5% +$28.5K 0.08% 137
2021
Q4 		$633K Sell
2,170
-37
-2% -$10.2K 0.09% 149
2021
Q3 		$596K Buy
2,207
+122
+6% +$33.2K 0.09% 136
2021
Q2 		$496K Buy
2,085
+17
+0.8% +$3.77K 0.08% 147
2021
Q1 		$413K Buy
2,068
+1,021
+98% +$207K 0.07% 172
2020
Q4 		$206K Buy
+1,047
New +$210K 0.05% 139

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Marcum Wealth's DHR Position: Q1 2025 in Review

Marcum Wealth reduced its Danaher (DHR) stake by 13% in Q1 2025, selling an estimated $61.8K and leaving 1,864 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #234.

Marcum Wealth first reported a position in DHR in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.01M in Q1 2023. 2,218 funds tracked by Wall St. Rank hold DHR as of Q1 2025.

  • Marcum Wealth held 1,864 shares of Danaher worth $382K as of Q1 2025.
  • Marcum Wealth sold 283 Danaher shares in Q1 2025, an estimated $61.8K.
  • Danaher made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #234 holding.
  • Marcum Wealth first reported a position in Danaher in Q4 2020 and has held it in 18 quarters since.
  • Marcum Wealth's Danaher position peaked at $1.01M in Q1 2023.
  • 2,218 funds tracked by Wall St. Rank held Danaher as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.