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Arete Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Arete Wealth Advisors’s Portfolio TMO Stock Details TMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,195
Closed -$582K – 717
2025
Q3 		$582K Buy
1,195
+36
+3% +$16.8K 0.04% 393
2025
Q2 		$470K Buy
1,159
+154
+15% +$64.4K 0.03% 425
2025
Q1 		$500K Buy
1,005
+126
+14% +$68.2K 0.04% 393
2024
Q4 		$457K Buy
879
+536
+156% +$295K 0.03% 436
2024
Q3 		$212K Sell
343
-395
-54% -$234K 0.02% 637
2024
Q2 		$407K Buy
+738
New +$423K 0.03% 438
2024
Q1 		– Sell
-794
Closed -$422K – 699
2023
Q4 		$422K Buy
794
+175
+28% +$84.7K 0.03% 447
2023
Q3 		$314K Buy
619
+33
+6% +$17.6K 0.05% 336
2023
Q2 		$306K Sell
586
-514
-47% -$277K 0.03% 493
2023
Q1 		$634K Sell
1,100
-46
-4% -$25.9K 0.05% 291
2022
Q4 		$631M Sell
1,146
-44
-4% -$23.3K 0.06% 279
2022
Q3 		$604K Sell
1,190
-9,901
-89% -$5.54M 0.06% 264
2022
Q2 		$808K Buy
11,091
+10,087
+1,005% +$5.55M 0.08% 178
2022
Q1 		$593K Sell
1,004
-125
-11% -$71.8K 0.05% 254
2021
Q4 		$734K Buy
1,129
+291
+35% +$182K 0.06% 223
2021
Q3 		$479K Buy
838
+41
+5% +$22.5K 0.05% 265
2021
Q2 		$363K Sell
797
-45
-5% -$21.2K 0.05% 239
2021
Q1 		$384K Sell
842
-3
-0.4% -$1.43K 0.05% 280
2020
Q4 		$394K Sell
845
-2,593
-75% -$1.22M 0.06% 265
2020
Q3 		$1.5M Buy
3,438
+134
+4% +$55.4K 0.23% 105
2020
Q2 		$1.2M Sell
3,304
-272
-8% -$91.2K 0.21% 124
2020
Q1 		$1.01M Sell
3,576
-3
-0.1% -$946 0.2% 115
2019
Q4 		$1.16M Sell
3,579
-17
-0.5% -$5.16K 0.2% 117
2019
Q3 		$1.05M Sell
3,596
-331
-8% -$94.8K 0.2% 124
2019
Q2 		$1.15M Buy
3,927
+115
+3% +$31.7K 0.22% 111
2019
Q1 		$1.04M Buy
3,812
+1,199
+46% +$298K 0.22% 120
2018
Q4 		$585K Buy
2,613
+1,365
+109% +$320K 0.14% 173
2018
Q3 		$305K Buy
+1,248
New +$287K 0.07% 265

Other funds holding TMO

JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arete Wealth Advisors's TMO Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2025, closing a stake of 1,195 shares — an estimated $582K sold.

Arete Wealth Advisors first reported a position in TMO in Q3 2018 and held it in 28 quarters. The position peaked at $631M in Q4 2022. 2,701 funds tracked by Wall St. Rank hold TMO as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,195 Thermo Fisher Scientific shares in Q4 2025, an estimated $582K.
  • Arete Wealth Advisors first reported a position in Thermo Fisher Scientific in Q3 2018 and held it in 28 quarters.
  • Arete Wealth Advisors's Thermo Fisher Scientific position peaked at $631M in Q4 2022.
  • 2,701 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.