SOA Wealth Advisors’s Danaher DHR Stock Holding History

SOA Wealth Advisors’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	$31.6K	Sell	166 -1	-0.6%	-$182	0.01%	456
2026 Q1	$31.7K	Hold	167	–	–	0.01%	435
2025 Q4	$38.2K	Sell	167 -1	-0.6%	-$220	0.01%	411
2025 Q3	$33.3K	Hold	168	–	–	0.01%	437
2025 Q2	$33.2K	Sell	168 -5	-3%	-$970	0.01%	426
2025 Q1	$35.5K	Hold	173	–	–	0.01%	388
2024 Q4	$39.7K	Hold	173	–	–	0.01%	360
2024 Q3	$48.1K	Hold	173	–	–	0.01%	323
2024 Q2	$43.2K	Sell	173 -195	-53%	-$49.3K	0.01%	328
2024 Q1	$91.9K	Hold	368	–	–	0.02%	250
2023 Q4	$85.1K	Sell	368 -47	-11%	-$10K	0.02%	250
2023 Q3	$91.3K	Hold	415	–	–	0.02%	233
2023 Q2	$88.3K	Hold	415	–	–	0.02%	244
2023 Q1	$92.8K	Hold	415	–	–	0.02%	232
2022 Q4	$97.7K	Sell	415 -1	-0.2%	-$232	0.03%	224
2022 Q3	$95K	Sell	416 -21	-5%	-$5.14K	0.03%	206
2022 Q2	$98K	Sell	437 -416	-49%	-$95.8K	0.03%	206
2022 Q1	$221K	Hold	853	–	–	0.05%	150
2021 Q4	$248K	Hold	853	–	–	0.06%	141
2021 Q3	$230K	Buy	853 +8	+0.9%	+$2.18K	0.06%	140
2021 Q2	$201K	Buy	845 +548	+185%	+$122K	0.05%	153
2021 Q1	$59K	Buy	297 +156	+111%	+$31.7K	0.02%	251
2020 Q4	$29K	Buy	+141	New	+$28.3K	0.01%	336

Other funds holding DHR

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SOA Wealth Advisors's DHR Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Danaher (DHR) stake by 0.6% in Q2 2026, selling an estimated $182 and leaving 166 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #456.

SOA Wealth Advisors first reported a position in DHR in Q4 2020 and has held it in 23 quarters since. The position peaked at $248K in Q4 2021. 449 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

SOA Wealth Advisors held 166 shares of Danaher worth $31.6K as of Q2 2026.
SOA Wealth Advisors sold 1 Danaher share in Q2 2026, an estimated $182.
Danaher made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #456 holding.
SOA Wealth Advisors first reported a position in Danaher in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Danaher position peaked at $248K in Q4 2021.
449 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.