DHR β€” DANAHER CORPORATION

Ownership history in Legacy Wealth Management, LLC / MS  Β·  7 quarters on record

AI Ownership Summary

Legacy Wealth Management, LLC / MS reported DANAHER CORPORATION (DHR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.58% in 2024 Q3. The latest visible filing shows DHR at 0.57% 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 Legacy Wealth Management, LLC / MS'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
2026 Q1

DHR was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Legacy Wealth Management, LLC / MS held DHR β€” position size vs. price
% of Fund (quarterly)    DHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 10,580 -6,417 -37.8% 0.57% $2.0M 2026-04-10 $189.61
2025 Q4 ADDED 16,997 +260 +1.6% 1.04% $3.9M 2026-01-05 $234.86
2025 Q3 REDUCED 16,737 -2,033 -10.8% 1.00% $3.3M 2025-10-23 $221.95
2025 Q2 ADDED 18,770 +5,425 +40.7% 1.13% $3.7M 2025-07-01 $200.04
2025 Q1 UNCHANGED 13,345 β€” 0% 0.89% $2.7M 2025-04-03 $196.55
2024 Q4 ADDED 13,345 +1,540 +13.0% 1.22% $3.1M 2025-01-06 $236.21
2024 Q3 INITIATED 11,805 β€” β€” 1.58% $1.8M 2024-12-12 $232.27

FAQ About Legacy Wealth Management, LLC / MS and DHR

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

How long has Legacy Wealth Management, LLC / MS reported owning DHR?

Legacy Wealth Management, LLC / MS reported DHR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for DHR was 1.58% in 2024 Q3.

What is the latest reported DHR position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Management, LLC / MS reported 10,580 shares, equal to 0.57% of portfolio, with an estimated market value of $2.0M.

What does the chart on this DHR ownership page compare?

The chart compares Legacy Wealth Management, LLC / MS'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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