AIVL3.283%
as of Jul 17
DHR
GrowthDanaher Corporation
Danaher Corporation designs, manufactures, and markets professional, medical, research, and industrial products and services in the United States, China, and internationally. The company operates through Biotechnology, Life Sciences, and Diagnostics segments. The Biotechnology segment provides technologies, consumables, services, and solutions that advance, accelerate, and integrate the development and manufacture of therapeutics; cell line and cell culture media development services; cell culture media, process liquids and buffers for manufacturing, chromatography resins, filtration technologies, and aseptic fill finish; single-use hardware, consumables, and services, such as the design and installation of full manufacturing suites; lab filtration, separation, and purification; lab-scale protein purification and analytical tools; reagents, membranes, and services for diagnostic and assay development; and healthcare filtration solutions.
Close · 3M
+1.16%
Held by 2 AI ETFs
PQUS0.490%
as of Jul 21
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals21
Win rate90% (19/21)
Avg buy return+6.18%
AIVL · Accumulation · 6d
DHR's P/E of 39.11 and P/B of 3.08, combined with a 7.06% Return on Equity and 4.02% Revenue Growth, indicate AIVL's AI, which evaluates fundamentals and valuation within a US value pool, saw compelling characteristics. WisdomTree's method, specifically designed to distinguish genuine value from value traps, likely interpreted these metrics for the Health Care sector company as a signal for long-term potential. The gradual accumulation of DHR, incrementally raising its weight from 3.1176% to 3.2830% from July 8th to July 17th, 2026, occurred despite DHR already achieving a +9.2% 30-day return and trading at 84% of its 52-week high. This suggests the AI's assessment identified ongoing value at these price levels, prompting the portfolio rebalance towards DHR.
weight 3.118% → 3.283% (+0.165 pp)·stock up 12.4% in the 30 days before
Jul 17·entry $203.83·now $201.11Fresh
-1.33%
since Jul 17
AIVL · Accumulation · 5d
AIVL, which employs AI to identify genuine value opportunities within its ~100 US value stock portfolio, appears to have found DHR fitting its investment thesis. The gradual increase in DHR’s weighting from 3.1338% to 3.2797% over eight trading days aligns with the fund’s periodic rebalancing approach and the AI’s continuous evaluation of fundamentals and valuation metrics. Despite a P/E ratio of 39.11, the AI's analysis likely considers DHR's 7.06% Return on Equity and its current price sitting at 84% of its 52-week high, suggesting a compelling opportunity within its value universe. This measured accumulation points to the AI discerning a quality asset whose current pricing or fundamental trajectory makes it an attractive holding.
weight 3.134% → 3.280% (+0.146 pp)·stock up 13.2% in the 30 days before
Jul 16·entry $205.01·now $201.11Fresh
-1.90%
since Jul 16
AIVL · Accumulation · 5d
Danaher Corporation’s stock, currently priced at $205.01 and sitting at 85% of its 52-week high, recently posted a 30-day return of +15.1% after more subdued 90-day and one-year gains. This price trajectory may have aligned with AIVL’s objective of identifying value opportunities within an established value-factor universe. The gradual accumulation of DHR within the AIVL portfolio, evidenced by its weight increasing from 3.1184% to 3.2571% between July 6 and July 15, reflects the AI manager’s periodic rebalancing approach. Operating to distinguish genuine value from potential value traps, the AI likely assessed DHR's financial metrics. It considered the stock's price-to-book ratio of 3.08 and revenue growth of 4.02% alongside its price-to-earnings ratio of 38.11. This suggests the AI determined the company possesses underlying fundamental strengths, such as return on capital or margins, that warranted its inclusion despite a higher P/E multiple relative to certain value definitions.
weight 3.118% → 3.257% (+0.139 pp)·stock up 11.5% in the 30 days before
Jul 15·entry $200.79·now $201.11Fresh
+0.16%
since Jul 15
AIVL · Accumulation · 5d
The observed gradual accumulation of DHR's weight in AIVL, rising from 3.1428% to 3.2357% over the course of eight trading days, indicates a subtle yet sustained increase in the AI's scoring for the company. This incremental adjustment, rather than a sharp rebalance, is consistent with the AI’s continuous evaluation, finding DHR at $199.05 – trading at 82% of its 52-week high and exhibiting negative longer-term returns – as a potential candidate within its US value-factor universe. Even with a PER of 38.11 and a PBR of 3.08, AIVL’s AI, specifically tasked with distinguishing genuine value from value traps, appears to interpret DHR’s 7.06% ROE and 4.02% revenue growth as a favorable fundamental profile justifying the gradual increase in allocation at this particular price level.
weight 3.143% → 3.236% (+0.093 pp)·stock up 9.0% in the 30 days before
Jul 13·entry $200.16·now $201.11Fresh
+0.47%
since Jul 13
AIVL · Accumulation · 5d
The measured increase in Danaher Corporation's weight within AIVL, moving from 3.0669% to 3.2188% over several trading days, indicates a deliberate, staged accumulation rather than an abrupt portfolio shift, consistent with an ETF that rebalances periodically. Despite a P/E of 38.11, the AI manager likely identifies DHR's underlying qualitative strengths within the Health Care sector as "genuine value," distinguishing it from mere value traps within its pre-filtered universe by evaluating a broader set of fundamentals and valuation metrics. With DHR currently priced at $200.16, sitting at 83% of its 52-week high after a 90-day return of -2.2%, this gradual addition suggests the AI is building a position as the stock shows signs of recovery from recent weakness. This approach aligns with a value strategy that balances valuation with fundamental quality and momentum, utilizing the AI's capacity to identify deeper intrinsic value beyond traditional P/E ratios.
weight 3.067% → 3.219% (+0.152 pp)·stock up 5.6% in the 30 days before
Jul 10·entry $199.05·now $201.11Fresh
+1.03%
since Jul 10
AIVL · Accumulation · 5d
The financial figures for DHR show a P/E of 37.74, a P/B of 3.08, revenue growth of 4.02%, and a 7.06% return on equity. AIVL's strategy, which employs AI to identify genuine value within a pre-filtered US value pool using fundamental quality and valuation metrics, points to the AI discerning favorable attributes in Danaher that outweighed its higher P/E ratio for a value-tilted universe. The fund's gradual increase in DHR holdings, evidenced by the weight growing from 3.0904% to 3.2083% across several dates in late June and early July, suggests the AI perceived an opportune entry. This accumulation occurred as the stock had recently declined 9.4% over 90 days and was trading at $190.77, 79% of its 52-week high, indicating the AI identified a recovering stock as a potential value play.
weight 3.090% → 3.134% (+0.043 pp)·stock up 4.0% in the 30 days before
Jul 7·entry $194.19·now $201.11Drifting
+3.56%
since Jul 7
AIVL · Accumulation · 5d
AIVL has demonstrated a consistent, gradual increase in its DHR weighting, moving from 2.9406% to 3.2083% over approximately two weeks in late June and early July. This methodical accumulation aligns with WisdomTree’s strategy of identifying genuine value within a pre-filtered US value-factor pool, particularly as DHR’s price, at $194.19, sits 20% below its 52-week high despite a recent 30-day gain. The AI’s analysis, incorporating fundamentals like margins and return on capital alongside valuation metrics, appears to classify DHR as a worthwhile addition, interpreting its current valuation (PER 37.74, PBR 3.08) and 7.06% ROE as justified within its investment universe given the prior 90-day and 1-year price declines. The fund’s AI-driven approach is designed to differentiate between true value opportunities and potential traps, suggesting it perceives DHR's current position as a favorable entry point after a sustained period of price retracement.
weight 2.941% → 3.118% (+0.178 pp)·stock up 8.7% in the 30 days before
Jul 6·entry $193.62·now $201.11Drifting
+3.87%
since Jul 6
AIVL · Accumulation · 6d
WisdomTree’s AIVL, designed to use AI to find genuine value within a pre-filtered US value pool, initiated a gradual accumulation of Danaher Corporation (DHR) following its recent price dip. This behavior aligns with the fund’s periodic rebalancing schedule for its approximately 100 US value stocks, likely leveraging DHR's 90-day return of -5.4% which brought the stock to a more appealing level. The AI's algorithm, which assesses fundamentals like margins and return on capital alongside valuation metrics, may have flagged DHR as a promising holding despite its PER of 37.74, identifying underlying quality previously masked by higher prices or market sentiment within the value universe.
weight 2.897% → 3.208% (+0.312 pp)·stock up 12.4% in the 30 days before
Jul 2·entry $197.93·now $201.11Fresh
+1.61%
since Jul 2
AIVL · Accumulation · 5d
DHR's P/E of 37.74 and P/B of 3.08, combined with 4.02% revenue growth and 7.06% ROE, indicate it entered AIVL's pre-filtered US value-factor pool, where the AI distinguishes genuine value from value traps using metrics like margins and return on capital. The gradual accumulation, reflected in AIVL's increasing weight from 2.8966% to 3.1428% between June 22nd and July 1st, occurred as DHR experienced a 30-day return of +16.0%, yet remained at 80% of its 52-week high following a significant -8.2% drop over 90 days. This timing suggests the AI's algorithm detected an improving fundamental picture for DHR, potentially capitalizing on the stock's recent price recovery from a lower base while still offering perceived value within AIVL's specific valuation framework.
weight 2.900% → 3.143% (+0.243 pp)·stock up 7.7% in the 30 days before
Jul 1·entry $193.72·now $201.11Drifting
+3.81%
since Jul 1
AIVL · Weight increase · 4d
DHR's PER of 36.01 and PBR of 3.08, alongside a 7.06% ROE and 4.02% revenue growth, represent key metrics AIVL's AI uses to evaluate US value stocks based on fundamentals and valuation. AIVL increased its weight in DHR from 2.9406% to 3.1664% consecutively between June 23rd and June 26th, 2026. This repositioning by the WisdomTree-managed fund correlates with DHR's recent 19.1% 30-day price return, which occurred after longer 90-day and 1-year declines. The AI, tasked with distinguishing genuine value from value traps within its pre-filtered value universe, likely identified a buying opportunity at DHR's current price of $192.78, which remains at 80% of its 52-week high, despite the recent rebound.
weight 2.897% → 3.166% (+0.270 pp)·stock up 13.3% in the 30 days before
Jun 26·entry $196.19·now $201.11Drifting
+2.51%
since Jun 26
AIVL · Weight increase · 3d
DHR's financial snapshot, including a PER of 36.01, PBR of 3.08, 7.06% ROE, and 4.02% revenue growth, indicates the AIVL AI evaluated this Health Care sector stock using its advanced criteria beyond merely low absolute valuation figures. WisdomTree's AI, specifically tasked with distinguishing genuine value from value traps within its pre-filtered US value-factor pool by assessing fundamentals like return on capital and margins, likely identified DHR as possessing underlying quality justifying its allocation. The subsequent consecutive weight increase in AIVL, from 2.9406% on June 23rd to 3.1119% on June 25th, 2026, coincided with DHR's rebound from significantly lower price points, having traded closer to its 52-week low of $161.91 and experiencing negative 90-day and 1-year returns before its recent +19.2% 30-day gain to $196.19. This shift in allocation behavior suggests the AI system perceived DHR as an attractive accumulation opportunity when its price was depressed, even with its non-traditional value multiples, aligning with its mandate to find latent value within its US value-tilted universe.
weight 2.897% → 3.112% (+0.215 pp)·stock up 11.8% in the 30 days before
Jun 25·entry $193.21·now $201.11Drifting
+4.09%
since Jun 25
AIVL · Weight increase · 2d
Danaher Corporation, currently priced at $188.87, sits at 78% of its 52-week high of $242.05, having experienced a 1-year return of -7.7% and a 90-day return of -11.2% before its recent 30-day rebound of +13.6%. This price positioning, alongside DHR's P/E of 36.01 and P/B of 3.08, suggests the WisdomTree AIVL fund's AI likely identified the stock as a potential genuine value within its pre-filtered US value-factor pool, given its prior price depreciation. The AI assessed DHR's fundamentals, such as its 4.02% revenue growth and 7.06% Return on Equity, against its valuation metrics. The consecutive weight increase from 2.8966% on June 22nd to 3.0904% on June 24th indicates the AI's model registered an improvement in DHR's score, signaling it as a buy based on its value and fundamental criteria as it emerged from a period of lower performance.
weight 2.897% → 3.090% (+0.194 pp)·stock up 9.8% in the 30 days before
Jun 24·entry $188.87·now $201.11Drifting
+6.48%
since Jun 24
AIVL · Weight decrease · 5d
Danaher Corporation presents with a PER of 34.09, PBR of 3.08, revenue growth of 4.02%, and a return on equity of 7.06%. These valuation and fundamental metrics within a US value-factor universe indicate that AIVL’s AI, which evaluates both valuation and deeper fundamentals like return on capital to distinguish genuine value, likely found DHR less appealing for a value-tilted portfolio. The consecutive weight decrease in AIVL's DHR holding, starting around June 11, unfolded as the stock registered a recent 30-day return of 4.1%, yet remained considerably off its 52-week high at 74%. This sustained reduction suggests the AI determined DHR's current valuation, particularly its 34.09 PER and 7.06% ROE, did not meet its criteria for continued inclusion at its previous weighting, guiding the fund away from what it perceived as a less compelling value proposition within its periodically rebalanced ~100 US value stock portfolio.
weight 3.106% → 2.897% (-0.210 pp)·stock up 4.1% in the 30 days before
Jun 22·entry $178.19·now $201.11
+12.86%
since Jun 22
AIVL · Weight decrease · 4d
The allocation to DHR within AIVL’s portfolio saw a stepped reduction, moving from approximately 3.12% down to 2.90% over a span of two weeks, with the most pronounced decreases occurring on June 11th and 18th. This phased adjustment is consistent with AIVL’s strategy of periodic rebalancing, where its AI evaluates a pre-filtered universe of around 100 US value stocks rather than executing daily trades. The AI likely flagged DHR's valuation metrics, such as a PER of 34.11 and a PBR of 3.08, as relatively high for a value-tilted universe, particularly when paired with a moderate ROE of 7.06% and revenue growth of 4.02%. Although DHR's price has declined over the last 90 days by 19.4% and currently sits at 73% of its 52-week high, the AI’s mandate to distinguish genuine value from value traps suggests its algorithm determined that DHR’s fundamental and valuation profile no longer aligned optimally with its value-seeking criteria for continued higher weighting.
weight 3.106% → 2.900% (-0.206 pp)·stock up 6.1% in the 30 days before
Jun 18·entry $177.17·now $201.11
+13.51%
since Jun 18
AIVL · Weight decrease · 3d
AIVL, employing AI to identify genuine value from potential value traps within its approximately 100-stock US value universe, reduced its allocation to DHR due to a perceived imbalance between the company’s valuation and its underlying financial strength. While DHR’s price has seen a considerable decline, with a 90-day return of -18.0%, the AI’s continuous evaluation considers DHR's high PER of 34.86 relative to its 7.06% ROE. This likely signals to the algorithm that the company no longer aligns with the specific value criteria, even after recent price depreciation. The observed consecutive weight decrease reflects the ETF's periodic rebalancing mechanism, where the AI’s updated scores drive adjustments in the portfolio’s composition.
weight 3.106% → 2.954% (-0.152 pp)·stock up 12.0% in the 30 days before
Jun 16·entry $181.35·now $201.11
+10.90%
since Jun 16
AIVL · Weight decrease · 2d
DHR's Price-to-Earnings ratio of 34.86, Price-to-Book ratio of 3.08, 7.06% Return on Equity, and 4.02% Revenue Growth are the specific financial metrics AIVL's AI utilizes within its US value-factor pool. This AI, tasked with distinguishing genuine value from value traps using fundamentals and valuation, likely perceived DHR's current valuation as less aligned with its strict value parameters, particularly given the modest ROE. The fund's portfolio adjustments materialized as consecutive weight decreases for DHR on June 11th and 12th, moving from 2.9991% to 2.9582%. This reduction occurred following a recent +4.1% 30-day price return for DHR, even as the stock remained considerably off its 52-week high, indicating the AI prioritized fundamental and valuation metrics over short-term price momentum within its periodic rebalance.
weight 3.106% → 2.958% (-0.148 pp)·stock up 8.5% in the 30 days before
Jun 12·entry $180.10·now $201.11
+11.67%
since Jun 12
AIVL · Accumulation · 5d
stock up 10.3% in the 30 days before
Jun 10·entry $183.63·now $201.11Drifting
+9.52%
since Jun 10
+9.12%
since Jun 5
+11.81%
since Jun 1
PQUS · Weight decrease · 2d
The weight of DHR in PQUS exhibited a stepped decrease, most notably a substantial reduction from 0.62% to 0.48% on 2026-07-17, after a slight dip the previous day. This distinct adjustment, rather than a series of minor daily shifts, aligns with PQUS's operational style of periodic rebalancing and maintaining measured portfolio turnover for its portfolio of approximately 165 US large-cap holdings. The AI ranking system, central to Pictet Asset Management's method, assessed DHR's current price of $205.01, which represents an 85% mark against its 52-week high and reflects a 15.1% gain over 30 days, leading to this reduction in its Health Care sector allocation. Considering DHR's PER of 38.11 and PBR of 3.08, coupled with revenue growth of 4.02% and ROE of 7.06%, the AI's algorithm may have determined that the stock's valuation, following its recent price appreciation, no longer met its criteria for optimal inclusion, even within the fund's sector-balance and concentration rules.
weight 0.630% → 0.480% (-0.150 pp)·stock up 12.4% in the 30 days before
Jul 17·entry $203.83·now $201.11
-1.33%
since Jul 17
PQUS · Weight increase · 2d
Currently at $196.19, DHR trades at 81% of its 52-week high, having achieved a 19.2% return over the last 30 days following longer-term negative 90-day and 1-year returns of -5.9% and -2.2% respectively. This pattern of recent price recovery after a decline likely triggered Pictet Asset Management's AI ranking system, managing the PQUS US large-cap portfolio, to incrementally increase its DHR allocation, as observed from June 26 to June 28, 2026. The consecutive weight increases, from 0.61% to 0.63%, suggest the AI system found DHR's PER of 36.01, PBR of 3.08, and 4.02% revenue growth attractive within its sector-balance and concentration parameters, signaling value or momentum despite the 7.06% ROE.
weight 0.610% → 0.630% (+0.020 pp)·stock up 13.3% in the 30 days before
Jun 28·entry $192.78·now $201.11Drifting
+4.32%
since Jun 28
PQUS · Weight decrease · 2d
DHR currently trades at $180.10, sitting at 74% of its 52-week high, following a substantial 90-day return of -18.0% and a 1-year return of -4.8%, despite a modest 30-day gain of +2.8%. This price trajectory likely informed Pictet Asset Management's AI ranking system when rebalancing PQUS. The ETF's periodic rebalance, observed on June 12-13, 2026, saw DHR's weight cut from 1.18% to 0.81% and then to 0.78%. This move suggests the AI's algorithm, applied to its US large-cap universe, de-emphasized DHR in light of its medium-term price weakness and financial metrics of a 34.86 PER, 4.02% revenue growth, and 7.06% ROE, despite the concentration rules. The system likely recalibrated DHR's standing within its sector-balanced portfolio, reflecting the overall negative price momentum over the past year.
weight 1.180% → 0.780% (-0.400 pp)·stock up 8.5% in the 30 days before
Jun 13·entry $181.10·now $201.11
+11.05%
since Jun 13
PQUS · Sudden change · 1d
Pictet Asset Management's PQUS, which employs an AI ranking system across approximately 165 US large-cap stocks and rebalances periodically, made a significant adjustment to its DHR position. This specific fund's AI methodology likely triggered a re-evaluation of DHR after its recent market performance. Given DHR experienced a 90-day return of -16.5%, the AI system likely re-ranked the Health Care sector holding lower, prompting this measured turnover. Consequently, the fund reduced its weight in Danaher within its established concentration rules, reflecting a data-driven response to current price dynamics rather than daily fluctuations.
weight 1.180% → 0.810% (-0.370 pp)·stock up 8.5% in the 30 days before
Jun 12·entry $180.10·now $201.11
+11.67%
since Jun 12
PQUS · Weight increase · 2d
stock up 5.4% in the 30 days before
Jun 7·entry $183.53·now $201.11Drifting
+9.58%
since Jun 7
+7.75%
since Jun 4
PQUS · Weight increase · 2d
stock up 2.2% in the 30 days before
May 31·entry $179.87·now $201.11Chased
+11.81%
since May 31
PQUS · Weight increase · 4d
stock down 3.7% in the 30 days before
May 23·entry $172.81·now $201.11Chased
+16.38%
since May 23
PQUS · Weight increase · 3d
stock down 3.7% in the 30 days before
May 22·entry $172.00·now $201.11Chased
+16.92%
since May 22
PQUS · Weight increase · 2d
stock down 5.8% in the 30 days before
May 21·entry $173.33·now $201.11Chased
+16.03%
since May 21
+22.73%
since May 17
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jun 28
The AI ETFs, specifically AIVL and PQUS, have recently shown trends of increasing their weight in Danaher. This activity contrasts with the framework's verdict of "Fail," which identifies concerns regarding the company's financial health and current valuation, suggesting the stock does not currently offer a margin of safety. The AI's accumulation trend therefore appears to diverge from a strict value-investing assessment.
- Circle of CompetenceDanaher operates in diverse life sciences and diagnostics segments, which exhibit stable demand, recurring revenue streams, and mission-critical applications that allow for reasonably predictable long-term cash flow projections.
- Economic MoatDanaher benefits from strong economic moats including proprietary technologies, high switching costs for customers integrated into their workflows, and established brand reputation in critical scientific and diagnostic fields.
- ManagementInformation on management's candor, detailed capital allocation track record, or specific insider ownership is not available in the provided data to assess this criterion.
- Financial HealthThe reported Return on Equity (ROE) of 7.06% fails the criterion requiring a 10-year average ROE of 15% or higher, with no single year below 10%.
- Margin of SafetyHigh valuation multiples such as a PER of 36.01 and EV/EBITDA of 27.52, especially coupled with a low reported ROE, indicate the current price does not offer a defensible margin of safety.
While Danaher operates in a predictable industry with strong competitive advantages, the company's recent financial performance, particularly its Return on Equity, falls short of the framework's requirements. Furthermore, its current valuation multiples suggest the stock is priced without a sufficient margin of safety, leading to an overall "Fail" rating.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.