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Smallwood Wealth Investment Management’s Danaher DHR Stock Holding History

Smallwood Wealth Investment 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
Q2 		$14.1K Hold
74
– – 0.01% 305
2026
Q1 		$14K Hold
74
– – 0.01% 293
2025
Q4 		$16.9K Hold
74
– – 0.01% 269
2025
Q3 		$14.7K Sell
74
-4
-5% -$796 0.01% 284
2025
Q2 		$15.4K Sell
78
-71
-48% -$13.8K 0.01% 276
2025
Q1 		$30.5K Buy
+149
New +$32.5K 0.02% 201

Other funds holding DHR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Smallwood Wealth Investment Management's DHR Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Danaher (DHR) position steady in Q2 2026 at 74 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #305.

Smallwood Wealth Investment Management first reported a position in DHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $30.5K in Q1 2025. 965 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

  • Smallwood Wealth Investment Management held 74 shares of Danaher worth $14.1K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Danaher share count unchanged in Q2 2026.
  • Danaher made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #305 holding.
  • Smallwood Wealth Investment Management first reported a position in Danaher in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Danaher position peaked at $30.5K in Q1 2025.
  • 965 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.