Position in DHR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$203,432
-$26,861 QoQ
Shares Held
1,068
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,765
of 2,098 holders
Holding Since
Mar 2023
5 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, 2026Octavia Wealth Advisors, LLC holds $1,421,699 across 2 Diagnostics & Research names. DHR ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRA |
Natera, Inc.
|
4,488 | $1,218,267 | |
| 2 | DHR |
Danaher Corp /De/
This page
|
1,068 | $203,432 |
All Filings in DHR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,432 | 1,068 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $230,293 | 1,006 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $225,223 | 1,136 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $223,417 | 1,131 | Shares | Sole | 2025-07-16 | |
| 2023-03-31 | $258,340 | 1,025 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||