MWM
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Modera Wealth Management’s Danaher DHR Stock Holding History

Modera Wealth Management’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 		$1.06M Sell
5,575
-1,531
-22% -$278K 0.01% 337
2026
Q1 		$1.35M Sell
7,106
-191
-3% -$40.7K 0.02% 297
2025
Q4 		$1.67M Sell
7,297
-993
-12% -$218K 0.02% 279
2025
Q3 		$1.64M Buy
8,290
+1,436
+21% +$286K 0.02% 277
2025
Q2 		$1.35M Buy
6,854
+26
+0.4% +$5.04K 0.02% 293
2025
Q1 		$1.4M Sell
6,828
-300
-4% -$65.5K 0.02% 286
2024
Q4 		$1.64M Buy
7,128
+603
+9% +$148K 0.02% 269
2024
Q3 		$1.81M Buy
6,525
+16
+0.2% +$4.23K 0.02% 244
2024
Q2 		$1.63M Sell
6,509
-130
-2% -$32.8K 0.02% 245
2024
Q1 		$1.66M Sell
6,639
-129
-2% -$31.5K 0.03% 245
2023
Q4 		$1.57M Sell
6,768
-1,213
-15% -$258K 0.03% 241
2023
Q3 		$1.76M Sell
7,981
-741
-8% -$165K 0.03% 227
2023
Q2 		$1.86M Buy
8,722
+5,496
+170% +$1.16M 0.03% 228
2023
Q1 		$721K Buy
3,226
+1,130
+54% +$257K 0.03% 180
2022
Q4 		$493K Sell
2,096
-7
-0.3% -$1.62K 0.02% 216
2022
Q3 		$481K Sell
2,103
-124
-6% -$30.4K 0.02% 188
2022
Q2 		$500K Sell
2,227
-143
-6% -$32.9K 0.02% 192
2022
Q1 		$616K Buy
2,370
+717
+43% +$180K 0.03% 186
2021
Q4 		$482K Buy
+1,653
New +$455K 0.02% 285

Other funds holding DHR

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Modera Wealth Management's DHR Position: Q2 2026 in Review

Modera Wealth Management reduced its Danaher (DHR) stake by 22% in Q2 2026, selling an estimated $278K and leaving 5,575 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #337.

Modera Wealth Management first reported a position in DHR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.86M in Q2 2023. 1,245 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • Modera Wealth Management held 5,575 shares of Danaher worth $1.06M as of Q2 2026.
  • Modera Wealth Management sold 1,531 Danaher shares in Q2 2026, an estimated $278K.
  • Danaher made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #337 holding.
  • Modera Wealth Management first reported a position in Danaher in Q4 2021 and has held it in 19 quarters since.
  • Modera Wealth Management's Danaher position peaked at $1.86M in Q2 2023.
  • 1,245 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.