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Pacific Capital Wealth Advisors’s Danaher DHR Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-60
Closed -$13.8K – 160
2024
Q4 		$13.8K Sell
60
-4
-6% -$983 ﹤0.01% 248
2024
Q3 		$17.8K Buy
64
+4
+7% +$1.06K ﹤0.01% 253
2024
Q2 		$15K Hold
60
– – ﹤0.01% 269
2024
Q1 		$15K Hold
60
– – ﹤0.01% 207
2023
Q4 		$13.9K Buy
+60
New +$12.8K ﹤0.01% 210
2020
Q4 		– Sell
-68
Closed -$13K – 97
2020
Q3 		$13K Buy
+68
New +$12.1K 0.01% 161

Other funds holding DHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pacific Capital Wealth Advisors's DHR Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Danaher (DHR) in Q1 2025, closing a stake of 60 shares — an estimated $13.8K sold.

Pacific Capital Wealth Advisors first reported a position in DHR in Q3 2020 and held it in 6 quarters. The position peaked at $17.8K in Q3 2024. 2,217 funds tracked by Wall St. Rank hold DHR as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Danaher position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 60 Danaher shares in Q1 2025, an estimated $13.8K.
  • Pacific Capital Wealth Advisors first reported a position in Danaher in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Danaher position peaked at $17.8K in Q3 2024.
  • 2,217 funds tracked by Wall St. Rank held Danaher as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.