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Schwallier Wealth Management’s Danaher DHR Stock Holding History

Schwallier 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
2026
Q1 		– Sell
-1,033
Closed -$226K – 60
2025
Q4 		$226K Hold
1,033
– – 0.14% 53
2025
Q3 		$205K Sell
1,033
-412
-29% -$82K 0.13% 49
2025
Q2 		$285K Buy
1,445
+1
+0.1% +$194 0.17% 40
2025
Q1 		$296K Buy
+1,444
New +$315K 0.22% 41
2024
Q4 		– Sell
-857
Closed -$238K – 36
2024
Q3 		$238K Buy
+857
New +$227K 0.17% 33

Other funds holding DHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schwallier Wealth Management's DHR Position: Q1 2026 in Review

Schwallier Wealth Management sold out of Danaher (DHR) in Q1 2026, closing a stake of 1,033 shares — an estimated $226K sold.

Schwallier Wealth Management first reported a position in DHR in Q3 2024 and held it in 5 quarters. The position peaked at $296K in Q1 2025. 2,165 funds tracked by Wall St. Rank hold DHR as of Q1 2026.

  • Schwallier Wealth Management reported no remaining Danaher position as of Q1 2026 after selling out during the quarter.
  • Schwallier Wealth Management sold 1,033 Danaher shares in Q1 2026, an estimated $226K.
  • Schwallier Wealth Management first reported a position in Danaher in Q3 2024 and held it in 5 quarters.
  • Schwallier Wealth Management's Danaher position peaked at $296K in Q1 2025.
  • 2,165 funds tracked by Wall St. Rank held Danaher as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.