Position in DHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,086,557
-$31,933 QoQ
Shares Held
21,454
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#678
of 2,092 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 1%
None 2%
Common Shares in DHR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Evercore Wealth Management, LLC holds $143,091,657 across 6 Diagnostics & Research names. DHR ranks #2 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
265,163 | $132,942,120 | |
| 2 | DHR |
Danaher Corp /De/
This page
|
21,454 | $4,086,557 | |
| 3 | MTD |
Mettler Toledo International Inc/
|
2,275 | $2,906,334 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
5,174 | $2,723,800 | |
| 5 | A |
Agilent Technologies, Inc.
|
1,663 | $220,896 | |
| 6 | DGX |
Quest Diagnostics Inc
|
1,000 | $211,950 |
All Filings in DHR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,086,557 | 21,454 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,118,490 | 21,722 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,056,155 | 22,087 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,375,399 | 22,069 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,541,641 | 22,991 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,971,250 | 24,250 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,730,255 | 24,963 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,958,283 | 25,028 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,265,238 | 25,076 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,321,411 | 25,314 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,951,452 | 25,726 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,464,989 | 26,058 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,224,401 | 25,935 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,546,737 | 25,975 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,101,576 | 26,756 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,857,082 | 26,548 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,537,773 | 25,788 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,577,885 | 25,834 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,498,985 | 25,832 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,333,130 | 27,372 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,541,720 | 28,103 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,350,856 | 28,216 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,306,331 | 28,389 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,107,189 | 28,362 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $5,059,459 | 28,612 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,856,378 | 27,862 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||