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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

PYA Waltman Capital's DHR Position: Q1 2026 in Review

PYA Waltman Capital increased its Danaher (DHR) stake by 19% in Q1 2026, buying an estimated $2.66M and bringing the position to 77,094 shares worth $14.6M. The position accounts for 4.05% of the portfolio, ranked #8.

PYA Waltman Capital first reported a position in DHR in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.8M in Q4 2025. 2,165 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

PYA Waltman Capital held 77,094 shares of Danaher worth $14.6M as of Q1 2026.
PYA Waltman Capital bought 12,470 Danaher shares in Q1 2026, an estimated $2.66M.
Danaher made up 4.05% of PYA Waltman Capital's portfolio in Q1 2026, its #8 holding.
PYA Waltman Capital first reported a position in Danaher in Q2 2023 and has held it in 12 quarters since.
PYA Waltman Capital's Danaher position peaked at $14.8M in Q4 2025.
2,165 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.