Asio Capital’s Thermo Fisher Scientific TMO Stock Holding History

Asio Capital’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
2026 Q2	$3.6M	Sell	7,178 -6,342	-47%	-$3.04M	0.46%	61
2026 Q1	$6.65M	Buy	13,520 +723	+6%	+$392K	0.93%	35
2025 Q4	$7.42M	Sell	12,797 -23	-0.2%	-$13K	1.05%	29
2025 Q3	$6.22M	Buy	12,820 +851	+7%	+$396K	0.93%	34
2025 Q2	$4.85M	Buy	11,969 +11,422	+2,088%	+$4.78M	0.81%	47
2025 Q1	$272K	Hold	547	–	–	0.05%	96
2024 Q4	$285K	Hold	547	–	–	0.05%	95
2024 Q3	$338K	Hold	547	–	–	0.06%	91
2024 Q2	$302K	Sell	547 -28	-5%	-$16K	0.06%	88
2024 Q1	$334K	Hold	575	–	–	0.07%	87
2023 Q4	$305K	Sell	575 -6	-1%	-$2.9K	0.07%	91
2023 Q3	$294K	Sell	581 -3	-0.5%	-$1.6K	0.08%	88
2023 Q2	$305K	Hold	584	–	–	0.07%	92
2023 Q1	$337K	Buy	584 +65	+13%	+$36.6K	0.09%	91
2022 Q4	$286K	Sell	519 -9	-2%	-$4.77K	0.08%	93
2022 Q3	$268K	Hold	528	–	–	0.09%	95
2022 Q2	$287K	Hold	528	–	–	0.09%	94
2022 Q1	$312K	Buy	+528	New	+$303K	0.09%	99

Other funds holding TMO

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Asio Capital's TMO Position: Q2 2026 in Review

Asio Capital reduced its Thermo Fisher Scientific (TMO) stake by 47% in Q2 2026, selling an estimated $3.04M and leaving 7,178 shares worth $3.6M. The position accounts for 0.46% of the portfolio, ranked #61.

Asio Capital first reported a position in TMO in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.42M in Q4 2025. 1,177 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Asio Capital held 7,178 shares of Thermo Fisher Scientific worth $3.6M as of Q2 2026.
Asio Capital sold 6,342 Thermo Fisher Scientific shares in Q2 2026, an estimated $3.04M.
Thermo Fisher Scientific made up 0.46% of Asio Capital's portfolio in Q2 2026, its #61 holding.
Asio Capital first reported a position in Thermo Fisher Scientific in Q1 2022 and has held it in 18 quarters since.
Asio Capital's Thermo Fisher Scientific position peaked at $7.42M in Q4 2025.
1,177 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Asio Capital's 13F filing for Q2 2026, filed 17 Jul 2026.