Position in DHR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$598,297
-$211,674 QoQ
Shares Held
3,141
-26.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,279
of 2,094 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in DHR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,773,855 across 7 Diagnostics & Research names. DHR ranks #4 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
2,112 | $1,058,872 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
1,414 | $744,386 | |
| 3 | DGX |
Quest Diagnostics Inc
|
3,199 | $678,028 | |
| 4 | DHR |
Danaher Corp /De/
This page
|
3,141 | $598,297 | |
| 5 | ILMN |
Illumina, Inc.
|
2,749 | $483,356 | |
| 6 | NTRA |
Natera, Inc.
|
777 | $210,916 | |
| 7 | ADPT |
Adaptive Biotechnologies Corp
|
2,842 | $0 |
All Filings in DHR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,297 | 3,141 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $809,971 | 4,272 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $944,295 | 4,125 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $708,977 | 3,576 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $624,423 | 3,161 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $749,070 | 3,654 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $795,390 | 3,465 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $951,662 | 3,423 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $809,014 | 3,238 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $796,606 | 3,190 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $676,669 | 2,925 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $686,988 | 2,769 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $654,960 | 2,729 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $676,979 | 2,686 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $699,912 | 2,637 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $608,014 | 2,354 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $593,997 | 2,343 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $671,432 | 2,289 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $784,030 | 2,383 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $614,968 | 2,020 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $540,745 | 2,015 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $446,108 | 1,982 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $424,953 | 1,913 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $390,823 | 1,815 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $321,830 | 1,820 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $201,109 | 1,453 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||