Planning Center Inc’s Danaher DHR Stock Holding History

Planning Center Inc’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	$210K	Hold	1,105	–	–	0.02%	81
2026 Q1	$210K	Buy	1,105 +5	+0.5%	+$1.06K	0.02%	74
2025 Q4	$252K	Hold	1,100	–	–	0.03%	66
2025 Q3	$218K	Sell	1,100 -316	-22%	-$62.9K	0.02%	73
2025 Q2	$280K	Sell	1,416 -1	-0.1%	-$194	0.03%	60
2025 Q1	$290K	Hold	1,417	–	–	0.03%	55
2024 Q4	$325K	Hold	1,417	–	–	0.04%	52
2024 Q3	$394K	Sell	1,417 -165	-10%	-$43.7K	0.05%	48
2024 Q2	$395K	Hold	1,582	–	–	0.05%	47
2024 Q1	$395K	Hold	1,582	–	–	0.09%	41
2023 Q4	$366K	Sell	1,582 -202	-11%	-$43K	0.08%	42
2023 Q3	$392K	Sell	1,784 -181	-9%	-$40.4K	0.1%	37
2023 Q2	$418K	Buy	1,965 +2	+0.1%	+$423	0.11%	35
2023 Q1	$443K	Hold	1,963	–	–	0.12%	36
2022 Q4	$462K	Buy	+1,963	New	+$455K	0.14%	34
2022 Q2	–	Sell	-863	Closed	-$224K	–	51
2022 Q1	$224K	Sell	863 -15	-2%	-$3.76K	0.64%	42
2021 Q4	$229K	Buy	+878	New	+$242K	0.18%	46

Other funds holding DHR

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Planning Center Inc's DHR Position: Q2 2026 in Review

Planning Center Inc held its Danaher (DHR) position steady in Q2 2026 at 1,105 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #81.

Planning Center Inc first reported a position in DHR in Q4 2021 and has held it in 17 quarters since. The position peaked at $462K in Q4 2022. 908 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

Planning Center Inc held 1,105 shares of Danaher worth $210K as of Q2 2026.
Planning Center Inc left its Danaher share count unchanged in Q2 2026.
Danaher made up 0.02% of Planning Center Inc's portfolio in Q2 2026, its #81 holding.
Planning Center Inc first reported a position in Danaher in Q4 2021 and has held it in 17 quarters since.
Planning Center Inc's Danaher position peaked at $462K in Q4 2022.
908 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.