Position in DHR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$907,255
+$55,003 QoQ
Shares Held
4,763
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,134
of 2,098 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $4,594,993 across 6 Diagnostics & Research names. DHR ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
|
13,165 | $2,790,321 | |
| 2 | DHR |
Danaher Corp /De/
This page
|
4,763 | $907,255 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
|
1,531 | $767,581 | |
| 4 | WAT |
Waters Corp /De/
|
188 | $70,507 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
76 | $40,009 | |
| 6 | LH |
Labcorp Holdings Inc.
|
69 | $19,320 |
All Filings in DHR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907,255 | 4,763 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $852,252 | 4,495 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,025,561 | 4,480 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $890,979 | 4,494 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $949,179 | 4,805 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $988,305 | 4,821 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,018,283 | 4,436 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $1,233,296 | 4,436 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,147,310 | 4,592 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $798,354 | 3,197 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $747,690 | 3,232 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $854,207 | 3,443 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $742,320 | 3,093 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $735,703 | 2,919 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $720,614 | 2,715 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $723,211 | 2,800 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $665,490 | 2,625 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $769,990 | 2,625 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $863,650 | 2,625 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $796,718 | 2,617 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $702,297 | 2,617 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $593,985 | 2,639 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $586,226 | 2,639 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $675,920 | 3,139 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $602,813 | 3,409 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $471,838 | 3,409 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||