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Marshall & Sterling Wealth Advisors’s Danaher DHR Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-56
Closed -$11.1K – 416
2025
Q3 		$11.1K Sell
56
-1,154
-95% -$230K 0.01% 325
2025
Q2 		$236K Sell
1,210
-10
-0.8% -$1.94K 0.16% 73
2025
Q1 		$251K Buy
1,220
+100
+9% +$21.8K 0.17% 76
2024
Q4 		$257K Buy
+1,120
New +$275K 0.18% 76

Other funds holding DHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's DHR Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Danaher (DHR) in Q4 2025, closing a stake of 56 shares — an estimated $11.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in DHR in Q4 2024 and held it in 4 quarters. The position peaked at $257K in Q4 2024. 2,307 funds tracked by Wall St. Rank hold DHR as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Danaher position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 56 Danaher shares in Q4 2025, an estimated $11.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in Danaher in Q4 2024 and held it in 4 quarters.
  • Marshall & Sterling Wealth Advisors's Danaher position peaked at $257K in Q4 2024.
  • 2,307 funds tracked by Wall St. Rank held Danaher as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.