Octavia Wealth Advisors’s Danaher DHR Stock Holding History

Octavia Wealth Advisors’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	$204K	Buy	+1,068	New	+$194K	0.02%	224
2026 Q1	–	Sell	-1,006	Closed	-$227K	–	241
2025 Q4	$227K	Sell	1,006 -130	-11%	-$28.6K	0.02%	222
2025 Q3	$226K	Buy	1,136 +5	+0.4%	+$995	0.02%	231
2025 Q2	$224K	Buy	+1,131	New	+$219K	0.03%	207
2023 Q2	–	Sell	-1,156	Closed	-$259K	–	188
2023 Q1	$259K	Buy	+1,156	New	+$263K	0.06%	152

Other funds holding DHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Octavia Wealth Advisors's DHR Position: Q2 2026 in Review

Octavia Wealth Advisors opened a new position in Danaher (DHR) in Q2 2026: 1,068 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings. This is a return to the name: Octavia Wealth Advisors previously reported a position in DHR as recently as Q4 2025.

Octavia Wealth Advisors first reported a position in DHR in Q1 2023 and has held it in 5 quarters since. The position peaked at $259K in Q1 2023. 2,108 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

Octavia Wealth Advisors held 1,068 shares of Danaher worth $204K as of Q2 2026.
Danaher was a new Octavia Wealth Advisors position in Q2 2026.
Danaher made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #224 holding.
Octavia Wealth Advisors first reported a position in Danaher in Q1 2023 and has held it in 5 quarters since.
Octavia Wealth Advisors's Danaher position peaked at $259K in Q1 2023.
2,108 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.