Position in DHR
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$199,648
-$39,344 QoQ
Shares Held
1,053
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DHR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Castle Rock Wealth Management, LLC holds $2,032,513 across 1 Diagnostics & Research name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
4,054 | $2,032,513 |
All Filings in DHR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $199,648 | 1,053 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $238,992 | 1,044 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $204,802 | 1,033 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $208,799 | 1,057 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $226,525 | 1,105 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,811,379 | 7,891 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $2,100,441 | 7,555 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,861,632 | 7,451 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,766,019 | 7,072 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,546,739 | 6,686 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,644,406 | 6,628 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,476,000 | 6,150 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,490,816 | 5,915 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $761,755 | 2,870 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $761,438 | 2,948 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $726,334 | 2,865 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $837,163 | 2,854 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $336,906 | 1,024 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $311,746 | 1,024 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $301,636 | 1,124 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $247,587 | 1,100 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $222,139 | 1,000 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $176,830 | 1,000 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||