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Whalen Wealth Management’s Danaher DHR Stock Holding History

Whalen Wealth 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
Q3 		$481K Buy
+2,173
New +$446K 0.21% 120
2026
Q1 		– Sell
-2,152
Closed -$493K – 189
2025
Q4 		$493K Buy
+2,152
New +$473K 0.26% 98
2024
Q2 		– Sell
-2,655
Closed -$663K – 112
2024
Q1 		$663K Buy
+2,655
New +$648K 0.49% 38

Other funds holding DHR

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Whalen Wealth Management's DHR Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Danaher (DHR) in Q3 2026: 2,173 shares worth $481K. The stake represents 0.21% of the portfolio and ranks #120 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in DHR as recently as Q4 2025.

Whalen Wealth Management first reported a position in DHR in Q1 2024 and has held it in 3 quarters since. The position peaked at $663K in Q1 2024. 98 funds tracked by Wall St. Rank hold DHR as of Q3 2026.

  • Whalen Wealth Management held 2,173 shares of Danaher worth $481K as of Q3 2026.
  • Danaher was a new Whalen Wealth Management position in Q3 2026.
  • Danaher made up 0.21% of Whalen Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Whalen Wealth Management first reported a position in Danaher in Q1 2024 and has held it in 3 quarters since.
  • Whalen Wealth Management's Danaher position peaked at $663K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held Danaher as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.