Phoenix Wealth Advisors
DHR icon

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
Q3 		$811K Sell
3,659
-26
-0.7% -$5.34K 0.25% 64
2026
Q2 		$702K Sell
3,685
-246
-6% -$44.7K 0.24% 69
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% -$2.72K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Phoenix Wealth Advisors's DHR Position: Q3 2026 in Review

Phoenix Wealth Advisors reduced its Danaher (DHR) stake by 0.71% in Q3 2026, selling an estimated $5.34K and leaving 3,659 shares worth $811K. The position accounts for 0.25% of the portfolio, ranked #64.

Phoenix Wealth Advisors first reported a position in DHR in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.37M in Q3 2021. 1,412 funds tracked by Wall St. Rank hold DHR as of Q3 2026.

  • Phoenix Wealth Advisors held 3,659 shares of Danaher worth $811K as of Q3 2026.
  • Phoenix Wealth Advisors sold 26 Danaher shares in Q3 2026, an estimated $5.34K.
  • Danaher made up 0.25% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #64 holding.
  • Phoenix Wealth Advisors first reported a position in Danaher in Q4 2020 and has held it in 24 quarters since.
  • Phoenix Wealth Advisors's Danaher position peaked at $1.37M in Q3 2021.
  • 1,412 funds tracked by Wall St. Rank held Danaher as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.