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SIMA Wealth Partners’s Danaher DHR Stock Holding History

SIMA Wealth Partners’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
Q2 		– Sell
-380
Closed -$77.9K – 163
2025
Q1 		$77.9K Sell
380
-477
-56% -$104K 0.06% 73
2024
Q4 		$197K Sell
857
-143
-14% -$35.1K 0.17% 50
2024
Q3 		$278K Hold
1,000
– – 0.24% 41
2024
Q2 		$250K Buy
+1,000
New +$253K 0.24% 42

Other funds holding DHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SIMA Wealth Partners's DHR Position: Q2 2025 in Review

SIMA Wealth Partners sold out of Danaher (DHR) in Q2 2025, closing a stake of 380 shares — an estimated $77.9K sold.

SIMA Wealth Partners first reported a position in DHR in Q2 2024 and held it in 4 quarters. The position peaked at $278K in Q3 2024. 2,172 funds tracked by Wall St. Rank hold DHR as of Q2 2025.

  • SIMA Wealth Partners reported no remaining Danaher position as of Q2 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 380 Danaher shares in Q2 2025, an estimated $77.9K.
  • SIMA Wealth Partners first reported a position in Danaher in Q2 2024 and held it in 4 quarters.
  • SIMA Wealth Partners's Danaher position peaked at $278K in Q3 2024.
  • 2,172 funds tracked by Wall St. Rank held Danaher as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.