Mark Sheptoff Financial Planning’s Danaher DHR Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	$105K	Sell	600 -200	-25%	-$42.6K	0.06%	131
2025 Q4	$183K	Hold	800	–	–	0.09%	107
2025 Q3	$159K	Sell	800 -12	-1%	-$2.39K	0.08%	109
2025 Q2	$160K	Buy	812 +12	+2%	+$2.33K	0.09%	102
2025 Q1	$164K	Hold	800	–	–	0.09%	94
2024 Q4	$184K	Hold	800	–	–	0.1%	95
2024 Q3	$222K	Hold	800	–	–	0.12%	88
2024 Q2	$200K	Hold	800	–	–	0.11%	91
2024 Q1	$200K	Hold	800	–	–	0.11%	97
2023 Q4	$185K	Sell	800 -102	-11%	-$21.7K	0.11%	95
2023 Q3	$198K	Sell	902 -2,870	-76%	-$640K	0.13%	89
2023 Q2	$803K	Hold	3,772	–	–	0.46%	40
2023 Q1	$843K	Buy	3,772 +113	+3%	+$25.7K	0.49%	39
2022 Q4	$861K	Sell	3,659 -57	-2%	-$13.2K	0.5%	39
2022 Q3	$851K	Hold	3,716	–	–	0.52%	40
2022 Q2	$835K	Hold	3,716	–	–	0.48%	42
2022 Q1	$966K	Buy	3,716 +452	+14%	+$113K	0.49%	43
2021 Q4	$952K	Buy	3,264 +233	+8%	+$64.2K	0.45%	42
2021 Q3	$818K	Buy	3,031 +564	+23%	+$154K	0.45%	46
2021 Q2	$587K	Hold	2,467	–	–	0.31%	59
2021 Q1	$492K	Hold	2,467	–	–	0.28%	62
2020 Q4	$486K	Hold	2,467	–	–	0.28%	60
2020 Q3	$471K	Buy	2,467 +282	+13%	+$50.2K	0.29%	55
2020 Q2	$343K	Hold	2,185	–	–	0.22%	70
2020 Q1	$268K	Sell	2,185 -383	-15%	-$51.6K	0.2%	68
2019 Q4	$349K	Buy	2,568 +338	+15%	+$42.7K	0.22%	68
2019 Q3	$286K	Sell	2,230 -15	-0.7%	-$1.88K	0.19%	77
2019 Q2	$284K	Hold	2,245	–	–	0.19%	79
2019 Q1	$263K	Buy	2,245 +43	+2%	+$4.41K	0.19%	80
2018 Q4	$201K	Hold	2,202	–	–	0.17%	81
2018 Q3	$212K	Hold	2,202	–	–	0.15%	98
2018 Q2	$193K	Hold	2,202	–	–	0.14%	96
2018 Q1	$191K	Hold	2,202	–	–	0.13%	103
2017 Q4	$181K	Hold	2,202	–	–	0.12%	111
2017 Q3	$167K	Hold	2,202	–	–	0.11%	117
2017 Q2	$165K	Sell	2,202 -1	-0%	-$75	0.11%	116
2017 Q1	$167K	Buy	2,203 +1	+0%	+$74	0.12%	115
2016 Q4	$152K	Sell	2,202 -1,466	-40%	-$102K	0.11%	117
2016 Q3	$255K	Sell	3,668 -278	-7%	-$19.7K	0.19%	87
2016 Q2	$268K	Buy	3,946 +1,042	+36%	+$68.2K	0.2%	81
2016 Q1	$185K	Buy	2,904 +892	+44%	+$53.2K	0.15%	88
2015 Q4	$126K	Buy	2,012 +1,786	+790%	+$112K	0.1%	121
2015 Q3	$13K	Buy	+226	New	+$13.4K	0.01%	232

Other funds holding DHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Mark Sheptoff Financial Planning's DHR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Danaher (DHR) stake by 25% in Q1 2026, selling an estimated $42.6K and leaving 600 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #131.

Mark Sheptoff Financial Planning first reported a position in DHR in Q3 2015 and has held it in 43 quarters since. The position peaked at $966K in Q1 2022. 2,165 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

Mark Sheptoff Financial Planning held 600 shares of Danaher worth $105K as of Q1 2026.
Mark Sheptoff Financial Planning sold 200 Danaher shares in Q1 2026, an estimated $42.6K.
Danaher made up 0.06% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #131 holding.
Mark Sheptoff Financial Planning first reported a position in Danaher in Q3 2015 and has held it in 43 quarters since.
Mark Sheptoff Financial Planning's Danaher position peaked at $966K in Q1 2022.
2,165 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.