OneAscent Family Office’s Danaher DHR Stock Holding History

OneAscent Family Office’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 Q1	–	Sell	-887	Closed	-$203K	–	192
2025 Q4	$203K	Sell	887 -227	-20%	-$49.9K	0.14%	176
2025 Q3	$221K	Sell	1,114 -150	-12%	-$29.8K	0.18%	141
2025 Q2	$250K	Sell	1,264 -1,190	-48%	-$231K	0.24%	103
2025 Q1	$502K	Buy	2,454 +1,312	+115%	+$286K	0.47%	64
2024 Q4	$262K	Buy	+1,142	New	+$281K	0.48%	53

Other funds holding DHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

OneAscent Family Office's DHR Position: Q1 2026 in Review

OneAscent Family Office sold out of Danaher (DHR) in Q1 2026, closing a stake of 887 shares — an estimated $203K sold.

OneAscent Family Office first reported a position in DHR in Q4 2024 and held it in 5 quarters. The position peaked at $502K in Q1 2025. 2,165 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

OneAscent Family Office reported no remaining Danaher position as of Q1 2026 after selling out during the quarter.
OneAscent Family Office sold 887 Danaher shares in Q1 2026, an estimated $203K.
OneAscent Family Office first reported a position in Danaher in Q4 2024 and held it in 5 quarters.
OneAscent Family Office's Danaher position peaked at $502K in Q1 2025.
2,165 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.