AAS
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Avantax Advisory Services’s Thermo Fisher Scientific TMO Stock Holding History

Avantax Advisory Services’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
Q2 		$9.55M Sell
23,553
-13,240
-36% -$5.54M 0.05% 280
2025
Q1 		$18.3M Sell
36,793
-621
-2% -$336K 0.11% 140
2024
Q4 		$19.5M Buy
37,414
+325
+0.9% +$179K 0.12% 128
2024
Q3 		$22.9M Sell
37,089
-373
-1% -$221K 0.15% 103
2024
Q2 		$20.7M Buy
37,462
+14,723
+65% +$8.43M 0.15% 107
2024
Q1 		$13.2M Buy
22,739
+331
+1% +$186K 0.12% 133
2023
Q4 		$11.9M Buy
22,408
+2,310
+11% +$1.12M 0.12% 138
2023
Q3 		$10.2M Buy
20,098
+234
+1% +$125K 0.11% 140
2023
Q2 		$10.4M Buy
19,864
+356
+2% +$192K 0.12% 141
2023
Q1 		$11.2M Buy
19,508
+889
+5% +$501K 0.14% 123
2022
Q4 		$10.3M Buy
18,619
+1,347
+8% +$714K 0.14% 127
2022
Q3 		$8.76M Buy
17,272
+934
+6% +$523K 0.13% 120
2022
Q2 		$8.88M Buy
16,338
+4,834
+42% +$2.66M 0.13% 126
2022
Q1 		$6.81M Buy
11,504
+903
+9% +$519K 0.09% 155
2021
Q4 		$7.08M Buy
10,601
+1,070
+11% +$668K 0.11% 147
2021
Q3 		$5.45M Buy
9,531
+1,902
+25% +$1.04M 0.09% 167
2021
Q2 		$3.88M Buy
7,629
+1,015
+15% +$479K 0.07% 206
2021
Q1 		$3.02M Buy
6,614
+750
+13% +$358K 0.06% 224
2020
Q4 		$2.73M Sell
5,864
-3,128
-35% -$1.47M 0.07% 210
2020
Q3 		$3.98M Buy
8,992
+4,689
+109% +$1.94M 0.06% 236
2020
Q2 		$1.56M Buy
4,303
+1,718
+66% +$576K 0.04% 266
2020
Q1 		$734K Sell
2,585
-2,250
-47% -$709K 0.02% 353
2019
Q4 		$1.57M Buy
4,835
+158
+3% +$47.9K 0.04% 254
2019
Q3 		$1.36M Buy
4,677
+139
+3% +$39.8K 0.06% 171
2019
Q2 		$1.33M Buy
4,538
+450
+11% +$124K 0.06% 160
2019
Q1 		$1.12M Buy
4,088
+2,880
+238% +$717K 0.06% 160
2018
Q4 		$272K Buy
+1,208
New +$283K 0.05% 314

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Avantax Advisory Services's TMO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Thermo Fisher Scientific (TMO) stake by 36% in Q2 2025, selling an estimated $5.54M and leaving 23,553 shares worth $9.55M. The position accounts for 0.05% of the portfolio, ranked #280.

Avantax Advisory Services first reported a position in TMO in Q4 2018 and has held it in 27 quarters since. The position peaked at $22.9M in Q3 2024. 2,453 funds tracked by Wall St. Rank hold TMO as of Q2 2025.

  • Avantax Advisory Services held 23,553 shares of Thermo Fisher Scientific worth $9.55M as of Q2 2025.
  • Avantax Advisory Services sold 13,240 Thermo Fisher Scientific shares in Q2 2025, an estimated $5.54M.
  • Thermo Fisher Scientific made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #280 holding.
  • Avantax Advisory Services first reported a position in Thermo Fisher Scientific in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Thermo Fisher Scientific position peaked at $22.9M in Q3 2024.
  • 2,453 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.