Position in DHR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$80,200
-$9,078 QoQ
Shares Held
423
+8.5% 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
14 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 Mar 31, 2026Physician Wealth Advisors, Inc. holds $514,357 across 21 Diagnostics & Research names. DHR ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
575 | $282,629 | |
| 2 | DHR |
Danaher Corp /De/
This page
|
423 | $80,200 | |
| 3 | WAT |
Waters Corp /De/
|
173 | $51,519 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
63 | $35,399 | |
| 5 | MTD |
Mettler Toledo International Inc/
|
9 | $11,350 | |
| 6 | GH |
Guardant Health, Inc.
|
91 | $8,405 | |
| 7 | IQV |
Iqvia Holdings Inc.
|
48 | $8,185 | |
| 8 | MYGN |
Myriad Genetics Inc
|
1,758 | $7,911 |
All Filings in DHR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,200 | 423 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $89,278 | 390 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $57,891 | 292 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $55,508 | 281 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $77,900 | 380 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $81,719 | 356 | Shares | Sole | 2025-02-12 | |
| 2022-03-31 | $290,209 | 1,116 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $325,509 | 1,116 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $301,201 | 1,116 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $289,295 | 1,216 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $242,639 | 1,216 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $239,470 | 1,216 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $229,074 | 1,200 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $188,117 | 1,200 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||