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 Q3	$229K	Buy	+1,034	New	+$212K	0.15%	66
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Schwallier Wealth Management's DHR Position: Q3 2026 in Review

Schwallier Wealth Management opened a new position in Danaher (DHR) in Q3 2026: 1,034 shares worth $229K. The stake represents 0.15% of the portfolio and ranks #66 among its holdings. This is a return to the name: Schwallier Wealth Management previously reported a position in DHR as recently as Q4 2025.

Schwallier Wealth Management first reported a position in DHR in Q3 2024 and has held it in 6 quarters since. The position peaked at $296K in Q1 2025. 1,872 funds tracked by Wall St. Rank hold DHR as of Q3 2026.

Schwallier Wealth Management held 1,034 shares of Danaher worth $229K as of Q3 2026.
Danaher was a new Schwallier Wealth Management position in Q3 2026.
Danaher made up 0.15% of Schwallier Wealth Management's portfolio in Q3 2026, its #66 holding.
Schwallier Wealth Management first reported a position in Danaher in Q3 2024 and has held it in 6 quarters since.
Schwallier Wealth Management's Danaher position peaked at $296K in Q1 2025.
1,872 funds tracked by Wall St. Rank held Danaher as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.