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PYA Waltman Capital’s Danaher DHR Stock Holding History

PYA Waltman Capital’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 		$16.4M Buy
86,039
+8,945
+12% +$1.62M 3.9% 8
2026
Q1 		$14.6M Buy
77,094
+12,470
+19% +$2.66M 4.05% 8
2025
Q4 		$14.8M Sell
64,624
-674
-1% -$148K 3.97% 10
2025
Q3 		$12.9M Buy
65,298
+13,688
+27% +$2.72M 3.47% 11
2025
Q2 		$10.2M Buy
51,610
+8,624
+20% +$1.67M 2.94% 12
2025
Q1 		$8.81M Buy
42,986
+8,737
+26% +$1.91M 2.77% 12
2024
Q4 		$7.86M Buy
34,249
+881
+3% +$217K 2.53% 12
2024
Q3 		$9.28M Buy
33,368
+970
+3% +$257K 3.03% 12
2024
Q2 		$8.09M Sell
32,398
-31
-0.1% -$7.83K 2.97% 12
2024
Q1 		$8.1M Buy
32,429
+2,935
+10% +$716K 3% 12
2023
Q4 		$6.82M Sell
29,494
-928
-3% -$197K 2.84% 12
2023
Q3 		$6.69M Buy
30,422
+2,319
+8% +$517K 2.83% 15
2023
Q2 		$6.41M Buy
+28,103
New +$5.95M 2.76% 15

Other funds holding DHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PYA Waltman Capital's DHR Position: Q2 2026 in Review

PYA Waltman Capital increased its Danaher (DHR) stake by 12% in Q2 2026, buying an estimated $1.62M and bringing the position to 86,039 shares worth $16.4M. The position accounts for 3.9% of the portfolio, ranked #8.

PYA Waltman Capital first reported a position in DHR in Q2 2023 and has held it in 13 quarters since. 2,107 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • PYA Waltman Capital held 86,039 shares of Danaher worth $16.4M as of Q2 2026.
  • PYA Waltman Capital bought 8,945 Danaher shares in Q2 2026, an estimated $1.62M.
  • Danaher made up 3.9% of PYA Waltman Capital's portfolio in Q2 2026, its #8 holding.
  • PYA Waltman Capital first reported a position in Danaher in Q2 2023 and has held it in 13 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.