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 Q2	$432K	Sell	2,266 -552	-20%	-$100K	0.15%	120
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

McCarter Private Wealth Services's DHR Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Danaher (DHR) stake by 20% in Q2 2026, selling an estimated $100K and leaving 2,266 shares worth $432K. The position accounts for 0.15% of the portfolio, ranked #120.

McCarter Private Wealth Services first reported a position in DHR in Q3 2024 and has held it in 8 quarters since. The position peaked at $876K in Q4 2025. 2,108 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

McCarter Private Wealth Services held 2,266 shares of Danaher worth $432K as of Q2 2026.
McCarter Private Wealth Services sold 552 Danaher shares in Q2 2026, an estimated $100K.
Danaher made up 0.15% of McCarter Private Wealth Services's portfolio in Q2 2026, its #120 holding.
McCarter Private Wealth Services first reported a position in Danaher in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Danaher position peaked at $876K in Q4 2025.
2,108 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.