MorganRosel Wealth Management’s Danaher DHR Stock Holding History

MorganRosel 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
2025 Q3	–	Sell	-9	Closed	-$1.78K	–	173
2025 Q2	$1.78K	Hold	9	–	–	﹤0.01%	323
2025 Q1	$1.84K	Buy	+9	New	+$1.97K	﹤0.01%	315
2022 Q1	–	Sell	-689	Closed	-$201K	–	90
2021 Q4	$201K	Buy	+689	New	+$190K	0.1%	82
2021 Q2	–	Sell	-4,626	Closed	-$923K	–	86
2021 Q1	$923K	Sell	4,626 -1,134	-20%	-$230K	0.58%	32
2020 Q4	$1.13M	Sell	5,760 -108	-2%	-$21.7K	0.8%	23
2020 Q3	$1.12M	Sell	5,868 -43	-0.7%	-$7.65K	0.91%	20
2020 Q2	$927K	Sell	5,911 -316	-5%	-$45.4K	0.87%	20
2020 Q1	$764K	Sell	6,227 -220	-3%	-$29.6K	0.88%	18
2019 Q4	$877K	Sell	6,447 -192	-3%	-$24.3K	0.67%	25
2019 Q3	$850K	Sell	6,639 -1,846	-22%	-$231K	0.7%	25
2019 Q2	$1.07M	Sell	8,485 -423	-5%	-$50.1K	0.89%	20
2019 Q1	$1.04M	Sell	8,908 -757	-8%	-$77.6K	0.89%	22
2018 Q4	$884K	Buy	+9,665	New	+$877K	0.91%	23

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return