Position in DHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$298,863
-$31,609 QoQ
Shares Held
1,569
-10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,594
of 2,098 holders
Holding Since
Mar 2020
26 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, 2026Heritage Wealth Advisors holds $906,140 across 7 Diagnostics & Research names. DHR ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
745 | $373,513 | |
| 2 | DHR |
Danaher Corp /De/
This page
|
1,569 | $298,863 | |
| 3 | DGX |
Quest Diagnostics Inc
|
590 | $125,050 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
150 | $78,966 | |
| 5 | A |
Agilent Technologies, Inc.
|
116 | $15,408 | |
| 6 | MTD |
Mettler Toledo International Inc/
|
6 | $7,665 | |
| 7 | RVTY |
Revvity, Inc.
|
60 | $6,675 |
All Filings in DHR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,863 | 1,569 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $330,472 | 1,743 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $312,475 | 1,365 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $270,624 | 1,365 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $296,112 | 1,499 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $307,295 | 1,499 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $369,575 | 1,610 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $515,449 | 1,854 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $454,477 | 1,819 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $464,479 | 1,860 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $430,292 | 1,860 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $461,217 | 1,859 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $477,600 | 1,990 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $507,104 | 2,012 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $518,365 | 1,953 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $398,799 | 1,544 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $391,434 | 1,544 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $452,901 | 1,544 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $507,991 | 1,544 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $470,055 | 1,544 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $414,347 | 1,544 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $746,815 | 3,318 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $693,743 | 3,123 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $290,480 | 1,349 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $238,543 | 1,349 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $186,715 | 1,349 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||