Roberts Wealth Advisors’s Danaher DHR Stock Holding History

Roberts 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	–	Sell	-950	Closed	-$217K	–	112
2025 Q4	$217K	Buy	+950	New	+$209K	0.06%	97
2025 Q1	–	Sell	-950	Closed	-$226K	–	101
2024 Q4	$226K	Buy	950 +150	+19%	+$36.9K	0.07%	96
2024 Q3	$215K	Buy	+800	New	+$212K	0.07%	92
2024 Q2	–	Sell	-1,070	Closed	-$256K	–	92
2024 Q1	$256K	Buy	+1,070	New	+$261K	0.1%	89
2023 Q4	–	Sell	-1,207	Closed	-$225K	–	64
2023 Q3	$225K	Hold	1,207	–	–	0.1%	86
2023 Q2	$257K	Hold	1,207	–	–	0.11%	80
2023 Q1	$266K	Hold	1,207	–	–	0.12%	79
2022 Q4	$281K	Sell	1,207 -282	-19%	-$65.4K	0.14%	77
2022 Q3	$367K	Hold	1,489	–	–	0.18%	70
2022 Q2	$348K	Hold	1,489	–	–	0.15%	76
2022 Q1	$385K	Hold	1,489	–	–	0.15%	80
2021 Q4	$417K	Hold	1,489	–	–	0.15%	79
2021 Q3	$402K	Buy	+1,489	New	+$405K	0.16%	80

Other funds holding DHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Roberts Wealth Advisors sold out of Danaher (DHR) in Q1 2026, closing a stake of 950 shares — an estimated $217K sold.

Roberts Wealth Advisors first reported a position in DHR in Q3 2021 and held it in 13 quarters. The position peaked at $417K in Q4 2021. 2,177 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

Roberts Wealth Advisors reported no remaining Danaher position as of Q1 2026 after selling out during the quarter.
Roberts Wealth Advisors sold 950 Danaher shares in Q1 2026, an estimated $217K.
Roberts Wealth Advisors first reported a position in Danaher in Q3 2021 and held it in 13 quarters.
Roberts Wealth Advisors's Danaher position peaked at $417K in Q4 2021.
2,177 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.