Position in DHR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,747,067
-$227,602 QoQ
Shares Held
9,172
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#925
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, 2026AE Wealth Management LLC holds $24,387,586 across 14 Diagnostics & Research names. DHR ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAT |
Waters Corp /De/
|
19,227 | $7,210,885 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
5,903 | $3,107,559 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
4,866 | $2,439,600 | |
| 4 | RVTY |
Revvity, Inc.
|
17,248 | $1,918,992 | |
| 5 | DHR |
Danaher Corp /De/
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|
9,172 | $1,747,067 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
8,599 | $1,661,487 | |
| 7 | DGX |
Quest Diagnostics Inc
|
7,291 | $1,545,317 | |
| 8 | NTRA |
Natera, Inc.
|
5,597 | $1,519,303 |
All Filings in DHR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,747,067 | 9,172 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,974,669 | 10,415 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,550,538 | 15,510 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,457,820 | 12,397 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,311,211 | 11,700 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,543,230 | 12,406 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $2,794,536 | 12,174 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,901,449 | 14,033 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,902,404 | 15,619 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $3,521,299 | 14,101 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $8,954,940 | 38,709 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,532,497 | 38,422 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $8,329,441 | 34,706 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $8,097,036 | 32,126 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $7,936,853 | 29,903 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,598,375 | 29,418 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,872,303 | 31,052 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,863,003 | 26,806 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $8,303,224 | 25,237 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $7,221,316 | 23,720 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,791,208 | 21,580 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,380,731 | 19,463 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,365,494 | 19,652 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,390,794 | 20,391 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,094,525 | 17,500 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,184,109 | 15,780 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||