Schrum Private Wealth Management’s Danaher DHR Stock Holding History

Schrum Private Wealth Management’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
2025 Q1	–	Sell	-913	Closed	-$210K	–	126
2024 Q4	$210K	Buy	913 +127	+16%	+$31.2K	0.18%	119
2024 Q3	$219K	Sell	786 -127	-14%	-$33.6K	0.11%	161
2024 Q2	$228K	Hold	913	–	–	0.21%	113
2024 Q1	$228K	Buy	+913	New	+$223K	0.21%	120
2023 Q4	–	Sell	-1,030	Closed	-$227K	–	102
2023 Q3	$227K	Hold	1,030	–	–	0.26%	100
2023 Q2	$219K	Hold	1,030	–	–	0.24%	103
2023 Q1	$230K	Sell	1,030 -121	-11%	-$27.5K	0.27%	98
2022 Q4	$271K	Hold	1,151	–	–	0.32%	87
2022 Q3	$263K	Buy	1,151 +57	+5%	+$14K	0.33%	89
2022 Q2	$246K	Sell	1,094 -57	-5%	-$13.1K	0.28%	95
2022 Q1	$279K	Hold	1,151	–	–	0.28%	95
2021 Q4	$335K	Buy	+1,151	New	+$317K	0.31%	87

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schrum Private Wealth Management's DHR Position: Q1 2025 in Review

Schrum Private Wealth Management sold out of Danaher (DHR) in Q1 2025, closing a stake of 913 shares — an estimated $210K sold.

Schrum Private Wealth Management first reported a position in DHR in Q4 2021 and held it in 12 quarters. The position peaked at $335K in Q4 2021. 2,217 funds tracked by Wall St. Rank hold DHR as of Q1 2025.

Schrum Private Wealth Management reported no remaining Danaher position as of Q1 2025 after selling out during the quarter.
Schrum Private Wealth Management sold 913 Danaher shares in Q1 2025, an estimated $210K.
Schrum Private Wealth Management first reported a position in Danaher in Q4 2021 and held it in 12 quarters.
Schrum Private Wealth Management's Danaher position peaked at $335K in Q4 2021.
2,217 funds tracked by Wall St. Rank held Danaher as of Q1 2025.

Based on Schrum Private Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.