We're exiting an inconsistent stock to free up space for better prospects ahead

February 26, 2026

TL;DR

Selling remaining 200 shares of Danaher at approximately $208 each.
Registering a 7% loss on stock purchased between 2023 and 2025.
Disappointment with Danaher's bioprocessing business normalization and lack of consistent revenue growth with margin expansion.
Loss of confidence in Danaher's mergers and acquisitions playbook.
Recent acquisitions (Abcam, Aldevron) did not perform as expected.
Pessimism about the $9.9 billion acquisition of Masimo due to its existing legal battle with Apple.
Preference for acquisitions in the life sciences sector or increased share repurchases.
The trust aims to free up portfolio space for new opportunities.

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