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MPS Loria Financial Planners’s Danaher DHR Stock Holding History

MPS Loria Financial Planners’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 		$999K Buy
+5,243
New +$952K 0.23% 30
2021
Q2 		– Sell
-61
Closed -$12K – 227
2021
Q1 		$12K Hold
61
– – 0.01% 279
2020
Q4 		$12K Buy
+61
New +$12.2K 0.01% 282

Other funds holding DHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MPS Loria Financial Planners's DHR Position: Q2 2026 in Review

MPS Loria Financial Planners opened a new position in Danaher (DHR) in Q2 2026: 5,243 shares worth $999K. The stake represents 0.23% of the portfolio and ranks #30 among its holdings. This is a return to the name: MPS Loria Financial Planners previously reported a position in DHR as recently as Q1 2021.

MPS Loria Financial Planners first reported a position in DHR in Q4 2020 and has held it in 3 quarters since. 2,112 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • MPS Loria Financial Planners held 5,243 shares of Danaher worth $999K as of Q2 2026.
  • Danaher was a new MPS Loria Financial Planners position in Q2 2026.
  • Danaher made up 0.23% of MPS Loria Financial Planners's portfolio in Q2 2026, its #30 holding.
  • MPS Loria Financial Planners first reported a position in Danaher in Q4 2020 and has held it in 3 quarters since.
  • 2,112 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.