PWA
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Phoenix Wealth Advisors’s Danaher DHR Stock Holding History

Phoenix 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
Q1 		$745K Sell
3,931
-94
-2% -$20K 0.29% 65
2025
Q4 		$921K Sell
4,025
-102
-2% -$22.4K 0.35% 60
2025
Q3 		$818K Sell
4,127
-80
-2% -$15.9K 0.31% 63
2025
Q2 		$831K Sell
4,207
-14
-0.3% -$2.71K 0.35% 62
2025
Q1 		$865K Sell
4,221
-66
-2% -$14.4K 0.38% 56
2024
Q4 		$984K Sell
4,287
-56
-1% -$13.8K 0.43% 48
2024
Q3 		$1.21M Sell
4,343
-298
-6% -$78.9K 0.56% 44
2024
Q2 		$1.16M Buy
4,641
+386
+9% +$97.5K 0.58% 44
2024
Q1 		$1.06M Sell
4,255
-51
-1% -$12.4K 0.65% 41
2023
Q4 		$1.01M Sell
4,306
-512
-11% -$109K 0.7% 36
2023
Q3 		$1.06M Buy
4,818
+36
+0.8% +$8.03K 0.62% 36
2023
Q2 		$1.02M Sell
4,782
-365
-7% -$77.3K 0.59% 36
2023
Q1 		$1.15M Buy
5,147
+20
+0.4% +$4.55K 0.71% 31
2022
Q4 		$1.21M Buy
5,127
+178
+4% +$41.3K 0.73% 35
2022
Q3 		$1.13M Sell
4,949
-4
-0.1% -$979 1.13% 32
2022
Q2 		$1.11M Buy
4,953
+204
+4% +$47K 1.1% 28
2022
Q1 		$1.22M Buy
4,749
+235
+5% +$58.8K 1.26% 22
2021
Q4 		$1.32M Sell
4,514
-561
-11% -$155K 0.99% 29
2021
Q3 		$1.37M Buy
5,075
+23
+0.5% +$6.26K 1.02% 27
2021
Q2 		$1.25M Buy
5,052
+258
+5% +$57.2K 0.9% 28
2021
Q1 		$957K Buy
4,794
+559
+13% +$114K 0.74% 36
2020
Q4 		$834K Buy
+4,235
New +$849K 0.63% 40

Other funds holding DHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Phoenix Wealth Advisors's DHR Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Danaher (DHR) stake by 2.3% in Q1 2026, selling an estimated $20K and leaving 3,931 shares worth $745K. The position accounts for 0.29% of the portfolio, ranked #65.

Phoenix Wealth Advisors first reported a position in DHR in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.37M in Q3 2021. 2,165 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

  • Phoenix Wealth Advisors held 3,931 shares of Danaher worth $745K as of Q1 2026.
  • Phoenix Wealth Advisors sold 94 Danaher shares in Q1 2026, an estimated $20K.
  • Danaher made up 0.29% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #65 holding.
  • Phoenix Wealth Advisors first reported a position in Danaher in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Danaher position peaked at $1.37M in Q3 2021.
  • 2,165 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.