McCarter Private Wealth Services’s Danaher DHR Stock Holding History

McCarter Private Wealth Services’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	$534K	Sell	2,818 -1,010	-26%	-$215K	0.23%	92
2025 Q4	$876K	Buy	3,828 +1,033	+37%	+$227K	0.39%	59
2025 Q3	$554K	Buy	2,795 +598	+27%	+$119K	0.28%	71
2025 Q2	$434K	Buy	2,197 +847	+63%	+$164K	0.25%	75
2025 Q1	$277K	Sell	1,350 -266	-16%	-$58.1K	0.18%	86
2024 Q4	$371K	Buy	1,616 +86	+6%	+$21.1K	0.24%	73
2024 Q3	$425K	Buy	+1,530	New	+$405K	0.27%	64

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

McCarter Private Wealth Services's DHR Position: Q1 2026 in Review

McCarter Private Wealth Services reduced its Danaher (DHR) stake by 26% in Q1 2026, selling an estimated $215K and leaving 2,818 shares worth $534K. The position accounts for 0.23% of the portfolio, ranked #92.

McCarter Private Wealth Services first reported a position in DHR in Q3 2024 and has held it in 7 quarters since. The position peaked at $876K in Q4 2025. 2,165 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

McCarter Private Wealth Services held 2,818 shares of Danaher worth $534K as of Q1 2026.
McCarter Private Wealth Services sold 1,010 Danaher shares in Q1 2026, an estimated $215K.
Danaher made up 0.23% of McCarter Private Wealth Services's portfolio in Q1 2026, its #92 holding.
McCarter Private Wealth Services first reported a position in Danaher in Q3 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's Danaher position peaked at $876K in Q4 2025.
2,165 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.