Position in DHR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,103,260
+$122,649 QoQ
Shares Held
5,792
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,063
of 2,098 holders
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DHR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Circle Wealth Management, LLC holds $4,421,316 across 3 Diagnostics & Research names. DHR ranks #2 (25.0% of the industry book) .
All Filings in DHR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,103,260 | 5,792 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $980,611 | 5,172 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $892,788 | 3,900 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $770,240 | 3,885 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $334,237 | 1,692 | Shares | Sole | 2025-08-14 | |
| 2023-09-30 | $310,869 | 1,253 | Shares | Sole | 2023-11-15 | |
| 2021-12-31 | $237,545 | 722 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $219,805 | 722 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $282,117 | 1,270 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $251,290 | 1,167 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||