WORMSER FRERES GESTION DHR — DANAHER CORPORATION

Ownership history in WORMSER FRERES GESTION  ·  5 quarters on record

AI Ownership Summary

WORMSER FRERES GESTION reported DANAHER CORPORATION (DHR) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 5.16% in 2026 Q1. The latest visible filing shows DHR at 5.16% 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 WORMSER FRERES GESTION'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 5.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.16% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 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.

DHR stock page WORMSER FRERES GESTION fund profile WORMSER FRERES GESTION full holdings
How WORMSER FRERES GESTION held DHR — position size vs. price
% of Fund (quarterly)    DHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 36,880 -980 -2.6% 5.16% $7.1M 2026-04-15 $198.14
2025 Q4 ADDED — — — 37,860 +32,508 +607.4% 4.93% $8.7M 2026-02-10 $219.28
2025 Q2 ADDED — — — 5,352 +16 +0.3% 0.63% $1.1M 2025-07-23 $196.85
2025 Q1 ADDED — — — 5,336 +208 +4.1% 0.67% $1.1M 2025-05-14 $186.53
2024 Q4 INITIATED — — — 5,128 — — 0.72% $1.2M 2025-02-20 $206.21

🏢 Other funds also holding DHR

As of 2026 Q1 — sorted by position size

Defender Capital, LLC. 3Y 10.59% GUARDIAN INVESTMENT MANAGEMENT 3Y 7Y 8.79% Corus Family Wealth Advisors 3Y 6.16% Triad Investment Management 3Y 7Y 4.96% Nolet Wealth Management, LLC 4.81% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 4.56% ARTHUR M. COHEN & ASSOCIATES, LLC 3Y 7Y 4.54% CORTLAND ASSOCIATES INC/MO 3Y 7Y 4.52% Highlander Partners, L.P. 3Y 4.3% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 4.1%

FAQ About WORMSER FRERES GESTION and DHR

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

How long has WORMSER FRERES GESTION reported owning DHR?

WORMSER FRERES GESTION reported DHR across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DHR position in WORMSER FRERES GESTION's portfolio?

The largest reported portfolio weight for DHR was 5.16% in 2026 Q1.

What is the latest reported DHR position on this page?

The most recent filing on this page is 2026 Q1, when WORMSER FRERES GESTION reported 36,880 shares, equal to 5.16% of portfolio, with an estimated market value of $7.1M.

What does the chart on this DHR ownership page compare?

The chart compares WORMSER FRERES GESTION'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.

How well did WORMSER FRERES GESTION time their DHR position?

Based on 13F filing dates vs. subsequent DHR price moves, WORMSER FRERES GESTION correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on DHR relative to SPY over the holding period was -13.3%.

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