Position in DHR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$230,290
-$179,435 QoQ
Shares Held
1,209
-44.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,702
of 2,098 holders
Holding Since
Jun 2023
12 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $4,649,725 across 8 Diagnostics & Research names. DHR ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
3,069 | $1,538,673 | |
| 2 | DGX |
Quest Diagnostics Inc
|
3,823 | $810,284 | |
| 3 | GH |
Guardant Health, Inc.
|
5,045 | $756,901 | |
| 4 | ILMN |
Illumina, Inc.
|
2,609 | $458,740 | |
| 5 | NTRA |
Natera, Inc.
|
1,115 | $302,666 | |
| 6 | WAT |
Waters Corp /De/
|
758 | $284,280 | |
| 7 | GRAL |
GRAIL, Inc.
|
3,924 | $267,891 | |
| 8 | DHR |
Danaher Corp /De/
This page
|
1,209 | $230,290 |
All Filings in DHR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,290 | 1,209 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $409,725 | 2,161 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $640,060 | 2,796 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $405,243 | 2,044 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $633,115 | 3,205 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $782,765 | 3,410 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,096,864 | 11,139 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,475,014 | 9,906 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,353,860 | 9,426 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,237,057 | 9,670 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $418,792 | 1,688 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $413,520 | 1,723 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||