Turtle Creek Wealth Advisors’s Danaher DHR Stock Holding History

Turtle Creek 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	$582K	Sell	3,054 -818	-21%	-$149K	0.03%	241
2026 Q1	$734K	Buy	3,872 +157	+4%	+$33.4K	0.06%	170
2025 Q4	$850K	Buy	3,715 +1,325	+55%	+$291K	0.07%	172
2025 Q3	$474K	Buy	2,390 +732	+44%	+$146K	0.04%	219
2025 Q2	$328K	Buy	+1,658	New	+$322K	0.04%	211
2024 Q4	–	Sell	-865	Closed	-$240K	–	98
2024 Q3	$240K	Buy	865 +52	+6%	+$13.8K	0.05%	157
2024 Q2	$203K	Buy	+813	New	+$205K	0.05%	152
2024 Q1	–	Sell	-1,297	Closed	-$300K	–	357
2023 Q4	$300K	Buy	+1,297	New	+$276K	0.09%	118

Other funds holding DHR

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Turtle Creek Wealth Advisors's DHR Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Danaher (DHR) stake by 21% in Q2 2026, selling an estimated $149K and leaving 3,054 shares worth $582K. The position accounts for 0.03% of the portfolio, ranked #241.

Turtle Creek Wealth Advisors first reported a position in DHR in Q4 2023 and has held it in 8 quarters since. The position peaked at $850K in Q4 2025. 997 funds tracked by Wall St. Rank hold DHR as of Q2 2026.

Turtle Creek Wealth Advisors held 3,054 shares of Danaher worth $582K as of Q2 2026.
Turtle Creek Wealth Advisors sold 818 Danaher shares in Q2 2026, an estimated $149K.
Danaher made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #241 holding.
Turtle Creek Wealth Advisors first reported a position in Danaher in Q4 2023 and has held it in 8 quarters since.
Turtle Creek Wealth Advisors's Danaher position peaked at $850K in Q4 2025.
997 funds tracked by Wall St. Rank held Danaher as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.