Position in DHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,806,742
-$3,733,460 QoQ
Shares Held
19,985
-49.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#700
of 2,098 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in DHR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $22,351,621 across 18 Diagnostics & Research names. DHR ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
15,882 | $7,962,599 | |
| 2 | DHR |
Danaher Corp /De/
This page
|
19,985 | $3,806,742 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
4,367 | $2,298,963 | |
| 4 | A |
Agilent Technologies, Inc.
|
11,685 | $1,552,118 | |
| 5 | NTRA |
Natera, Inc.
|
3,977 | $1,079,556 | |
| 6 | DGX |
Quest Diagnostics Inc
|
3,498 | $741,401 | |
| 7 | ILMN |
Illumina, Inc.
|
4,131 | $726,353 | |
| 8 | GH |
Guardant Health, Inc.
|
4,274 | $641,228 |
All Filings in DHR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,806,742 | 19,985 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,540,202 | 39,769 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,134,288 | 44,270 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $10,266,746 | 51,973 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,635,655 | 27,491 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,260,976 | 27,275 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,524,611 | 27,065 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,864,479 | 23,472 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $5,649,165 | 22,622 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,696,896 | 20,303 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $5,638,816 | 22,728 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $5,790,241 | 24,126 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,805,866 | 7,165 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $6,471,735 | 24,383 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $6,369,173 | 24,659 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,544,444 | 6,092 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $916,949 | 3,126 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $766,593 | 2,330 | Shares | Sole | 2022-02-17 | |
| 2021-06-30 | $545,575 | 2,033 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $471,992 | 2,097 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $533,135 | 2,400 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $466,189 | 2,165 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $404,056 | 2,285 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $402,773 | 2,910 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||