DHR β€” DANAHER CORPORATION

Ownership history in Koa Wealth Management, LLC  Β·  8 quarters on record

AI Ownership Summary

Koa Wealth Management, LLC reported DANAHER CORPORATION (DHR) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 3.87% in 2024 Q1. The latest visible filing shows DHR at 3.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koa Wealth Management, LLC's position in DANAHER CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DHR was reported at 3.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.87% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Koa Wealth Management, LLC held DHR β€” position size vs. price
% of Fund (quarterly)    DHR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 20,638 +46 +0.2% 3.24% $4.7M 2026-02-14 (Est.) $212.13
2025 Q3 ADDED 20,592 +754 +3.8% 3.03% $4.1M 2025-10-28 $216.14
2025 Q2 ADDED 19,838 +1,290 +7.0% 3.11% $3.9M 2025-07-29 $205.76
2025 Q1 ADDED 18,548 +2,239 +13.7% 3.07% $3.8M 2025-05-12 $199.46
2024 Q4 REDUCED 16,309 -220 -1.3% 3.06% $3.7M 2025-01-23 $243.61
2024 Q3 REDUCED 16,529 -136 -0.8% 3.55% $4.6M 2024-11-06 $245.40
2024 Q2 REDUCED 16,665 -301 -1.8% 3.52% $4.2M 2024-07-23 $261.41
2024 Q1 INITIATED 16,966 β€” β€” 3.87% $3.9M 2024-05-07 $245.89

FAQ About Koa Wealth Management, LLC and DHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Koa Wealth Management, LLC reported owning DHR?

Koa Wealth Management, LLC reported DHR across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported DHR position in Koa Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DHR was 3.87% in 2024 Q1.

What is the latest reported DHR position on this page?

The most recent filing on this page is 2025 Q4, when Koa Wealth Management, LLC reported 20,638 shares, equal to 3.24% of portfolio, with an estimated market value of $4.7M.

What does the chart on this DHR ownership page compare?

The chart compares Koa Wealth Management, LLC's quarterly DHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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