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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return