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Mowery & Schoenfeld Wealth Management’s Danaher DHR Stock Holding History

Mowery & Schoenfeld 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 		$150K Hold
786
– – 0.2% 75
2026
Q1 		$149K Sell
786
-9
-1% -$1.92K 0.23% 68
2025
Q4 		$182K Sell
795
-1
-0.1% -$220 0.26% 62
2025
Q3 		$158K Buy
796
+605
+317% +$120K 0.27% 62
2025
Q2 		$37.7K Sell
191
-12
-6% -$2.33K 0.06% 134
2025
Q1 		$41.6K Buy
203
+71
+54% +$15.5K 0.08% 143
2024
Q4 		$30.3K Buy
132
+11
+9% +$2.7K 0.06% 149
2024
Q3 		$33.6K Hold
121
– – 0.05% 124
2024
Q2 		$30.2K Hold
121
– – 0.04% 125
2024
Q1 		$30.2K Sell
121
-5
-4% -$1.22K 0.06% 95
2023
Q4 		$29.1K Buy
+126
New +$26.8K 0.06% 86

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 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

Mowery & Schoenfeld Wealth Management's DHR Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Danaher (DHR) position steady in Q2 2026 at 786 shares worth $150K. The position accounts for 0.2% of the portfolio, ranked #75.

Mowery & Schoenfeld Wealth Management first reported a position in DHR in Q4 2023 and has held it in 11 quarters since. The position peaked at $182K in Q4 2025. 1,334 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 786 shares of Danaher worth $150K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Danaher share count unchanged in Q2 2026.
  • Danaher made up 0.2% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Danaher in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's Danaher position peaked at $182K in Q4 2025.
  • 1,334 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.