United Advisor Group’s Danaher DHR Stock Holding History

United Advisor Group’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
2024 Q4	–	Sell	-827	Closed	-$230K	–	372
2024 Q3	$230K	Buy	+827	New	+$219K	0.05%	312

Other funds holding DHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

United Advisor Group's DHR Position: Q4 2024 in Review

United Advisor Group sold out of Danaher (DHR) in Q4 2024, closing a stake of 827 shares — an estimated $230K sold.

United Advisor Group first reported a position in DHR in Q3 2024 and held it in 1 quarter. The position peaked at $230K in Q3 2024. 2,312 funds tracked by Wall St. Rank hold DHR as of Q4 2024.

United Advisor Group reported no remaining Danaher position as of Q4 2024 after selling out during the quarter.
United Advisor Group sold 827 Danaher shares in Q4 2024, an estimated $230K.
United Advisor Group first reported a position in Danaher in Q3 2024 and held it in 1 quarter.
United Advisor Group's Danaher position peaked at $230K in Q3 2024.
2,312 funds tracked by Wall St. Rank held Danaher as of Q4 2024.

Based on United Advisor Group's 13F filing for Q4 2024, filed 24 Feb 2025.