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 Q3	$491K	Sell	2,215 -51	-2%	-$10.5K	0.17%	112
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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

McCarter Private Wealth Services's DHR Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Danaher (DHR) stake by 2.3% in Q3 2026, selling an estimated $10.5K and leaving 2,215 shares worth $491K. The position accounts for 0.17% of the portfolio, ranked #112.

McCarter Private Wealth Services first reported a position in DHR in Q3 2024 and has held it in 9 quarters since. The position peaked at $876K in Q4 2025. 587 funds tracked by Wall St. Rank hold DHR as of Q3 2026.

McCarter Private Wealth Services held 2,215 shares of Danaher worth $491K as of Q3 2026.
McCarter Private Wealth Services sold 51 Danaher shares in Q3 2026, an estimated $10.5K.
Danaher made up 0.17% of McCarter Private Wealth Services's portfolio in Q3 2026, its #112 holding.
McCarter Private Wealth Services first reported a position in Danaher in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Danaher position peaked at $876K in Q4 2025.
587 funds tracked by Wall St. Rank held Danaher as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.