WMS Partners’s Danaher DHR Stock Holding History

WMS Partners’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
2025 Q1	–	Sell	-8,354	Closed	-$1.92M	–	77
2024 Q4	$1.92M	Buy	8,354 +960	+13%	+$236K	0.11%	81
2024 Q3	$2.06M	Sell	7,394 -7,991	-52%	-$2.11M	0.12%	78
2024 Q2	$3.84M	Sell	15,385 -2	-0%	-$505	0.25%	48
2024 Q1	$3.84M	Sell	15,387 -51	-0.3%	-$12.4K	0.26%	46
2023 Q4	$3.57M	Sell	15,438 -3,308	-18%	-$704K	0.26%	49
2023 Q3	$4.12M	Sell	18,746 -590	-3%	-$132K	0.33%	45
2023 Q2	$4.11M	Sell	19,336 -257	-1%	-$54.4K	0.32%	43
2023 Q1	$4.38M	Sell	19,593 -250	-1%	-$56.9K	0.38%	43
2022 Q4	$4.67M	Sell	19,843 -163	-0.8%	-$37.8K	0.46%	41
2022 Q3	$4.58M	Sell	20,006 -298	-1%	-$73K	0.62%	33
2022 Q2	$4.56M	Sell	20,304 -344	-2%	-$79.2K	0.71%	27
2022 Q1	$5.37M	Sell	20,648 -1,644	-7%	-$412K	0.74%	24
2021 Q4	$6.5M	Buy	22,292 +912	+4%	+$251K	1.39%	15
2021 Q3	$5.77M	Buy	21,380 +1,033	+5%	+$281K	0.85%	22
2021 Q2	$4.84M	Sell	20,347 -30	-0.1%	-$6.65K	0.72%	26
2021 Q1	$4.07M	Sell	20,377 -1,226	-6%	-$249K	0.93%	27
2020 Q4	$4.25M	Sell	21,603 -497	-2%	-$99.6K	0.73%	27
2020 Q3	$4.22M	Buy	22,100 +271	+1%	+$48.2K	0.82%	25
2020 Q2	$3.42M	Sell	21,829 -778	-3%	-$112K	0.71%	29
2020 Q1	$2.77M	Buy	22,607 +429	+2%	+$57.8K	0.77%	25
2019 Q4	$3.02M	Sell	22,178 -306	-1%	-$38.7K	0.67%	31
2019 Q3	$2.88M	Buy	22,484 +4,429	+25%	+$555K	0.69%	32
2019 Q2	$2.29M	Sell	18,055 -1,179	-6%	-$140K	0.56%	38
2019 Q1	$2.25M	Hold	19,234	–	–	0.56%	37
2018 Q4	$1.76M	Sell	19,234 -1,173	-6%	-$106K	0.49%	40
2018 Q3	$1.97M	Buy	20,407 +790	+4%	+$71.9K	0.22%	60
2018 Q2	$1.72M	Sell	19,617 -25	-0.1%	-$2.23K	0.2%	65
2018 Q1	$1.71M	Sell	19,642 -8,065	-29%	-$706K	0.2%	66
2017 Q4	$2.28M	Sell	27,707 -5,257	-16%	-$427K	0.26%	58
2017 Q3	$2.51M	Buy	32,964 +426	+1%	+$31.5K	0.3%	56
2017 Q2	$2.43M	Sell	32,538 -451	-1%	-$33.8K	0.3%	56
2017 Q1	$2.5M	Sell	32,989 -113	-0.3%	-$8.41K	0.31%	55
2016 Q4	$2.28M	Sell	33,102 -395	-1%	-$27.4K	0.3%	56
2016 Q3	$2.33M	Sell	33,497 -9,985	-23%	-$708K	0.31%	56
2016 Q2	$2.95M	Buy	43,482 +1,235	+3%	+$80.8K	0.41%	55
2016 Q1	$2.69M	Hold	42,247	–	–	0.37%	58
2015 Q4	$2.64M	Buy	42,247 +806	+2%	+$50.5K	0.38%	56
2015 Q3	$2.37M	Sell	41,441 -1,495	-3%	-$88.3K	0.36%	57
2015 Q2	$2.47M	Sell	42,936 -1,287	-3%	-$73.7K	0.29%	72
2015 Q1	$2.52M	Buy	44,223 +2,549	+6%	+$146K	0.31%	66
2014 Q4	$2.4M	Buy	41,674 +16,778	+67%	+$910K	0.37%	59
2014 Q3	$1.27M	Buy	24,896 +149	+0.6%	+$7.66K	0.2%	73
2014 Q2	$1.31M	Buy	24,747 +1,276	+5%	+$65.5K	0.2%	73
2014 Q1	$1.18M	Buy	23,471 +1,139	+5%	+$58K	0.19%	75
2013 Q4	$1.16M	Hold	22,332	–	–	0.19%	75
2013 Q3	$1.04M	Buy	22,332 +156	+0.7%	+$7.08K	0.2%	73
2013 Q2	$943K	Buy	+22,176	New	+$918K	0.17%	78

Other funds holding DHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WMS Partners's DHR Position: Q1 2025 in Review

WMS Partners sold out of Danaher (DHR) in Q1 2025, closing a stake of 8,354 shares — an estimated $1.92M sold.

WMS Partners first reported a position in DHR in Q2 2013 and held it in 47 quarters. The position peaked at $6.5M in Q4 2021. 2,217 funds tracked by Wall St. Rank hold DHR as of Q1 2025.

WMS Partners reported no remaining Danaher position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 8,354 Danaher shares in Q1 2025, an estimated $1.92M.
WMS Partners first reported a position in Danaher in Q2 2013 and held it in 47 quarters.
WMS Partners's Danaher position peaked at $6.5M in Q4 2021.
2,217 funds tracked by Wall St. Rank held Danaher as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.