Avantax Planning Partners’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.48M | Sell |
4,950
-238
| -5% | -$114K | 0.06% | 126 |
|
|
2026
Q1 | $2.55M | Buy |
5,188
+122
| +2% | +$66.2K | 0.07% | 124 |
|
|
2025
Q4 | $2.94M | Sell |
5,066
-138
| -3% | -$78K | 0.08% | 117 |
|
|
2025
Q3 | $2.52M | Sell |
5,204
-1,989
| -28% | -$926K | 0.07% | 119 |
|
|
2025
Q2 | $2.92M | Buy |
7,193
+542
| +8% | +$227K | 0.09% | 112 |
|
|
2025
Q1 | $3.31M | Buy |
6,651
+401
| +6% | +$217K | 0.12% | 103 |
|
|
2024
Q4 | $3.25M | Buy |
6,250
+807
| +15% | +$444K | 0.12% | 100 |
|
|
2024
Q3 | $3.37M | Sell |
5,443
-1,437
| -21% | -$851K | 0.12% | 99 |
|
|
2024
Q2 | $3.8M | Sell |
6,880
-4,926
| -42% | -$2.82M | 0.12% | 99 |
|
|
2024
Q1 | $6.86M | Buy |
11,806
+235
| +2% | +$132K | 0.22% | 72 |
|
|
2023
Q4 | $6.14M | Buy |
11,571
+282
| +2% | +$136K | 0.23% | 52 |
|
|
2023
Q3 | $5.71M | Sell |
11,289
-1,071
| -9% | -$571K | 0.24% | 54 |
|
|
2023
Q2 | $6.45M | Buy |
12,360
+426
| +4% | +$230K | 0.26% | 49 |
|
|
2023
Q1 | $6.88M | Sell |
11,934
-214
| -2% | -$121K | 0.28% | 44 |
|
|
2022
Q4 | $6.69M | Sell |
12,148
-194
| -2% | -$103K | 0.27% | 47 |
|
|
2022
Q3 | $6.26M | Buy |
12,342
+161
| +1% | +$90.1K | 0.28% | 42 |
|
|
2022
Q2 | $6.62M | Sell |
12,181
-8,269
| -40% | -$4.55M | 0.28% | 43 |
|
|
2022
Q1 | $12.1M | Sell |
20,450
-437
| -2% | -$251K | 0.48% | 25 |
|
|
2021
Q4 | $13.9M | Buy |
20,887
+93
| +0.4% | +$58.1K | 0.57% | 17 |
|
|
2021
Q3 | $11.9M | Buy |
20,794
+23
| +0.1% | +$12.6K | 0.55% | 17 |
|
|
2021
Q2 | $10.5M | Buy |
20,771
+966
| +5% | +$456K | 0.49% | 19 |
|
|
2021
Q1 | $9.04M | Sell |
19,805
-320
| -2% | -$153K | 0.47% | 18 |
|
|
2020
Q4 | $9.37M | Sell |
20,125
-447
| -2% | -$210K | 0.48% | 13 |
|
|
2020
Q3 | $9.08M | Sell |
20,572
-282
| -1% | -$117K | 0.48% | 14 |
|
|
2020
Q2 | $7.56M | Sell |
20,854
-357
| -2% | -$120K | 0.43% | 16 |
|
|
2020
Q1 | $6.01M | Buy |
21,211
+1,635
| +8% | +$516K | 0.42% | 16 |
|
|
2019
Q4 | $6.36M | Buy |
19,576
+673
| +4% | +$204K | 0.37% | 16 |
|
|
2019
Q3 | $5.51M | Buy |
18,903
+115
| +0.6% | +$32.9K | 0.34% | 19 |
|
|
2019
Q2 | $5.59M | Sell |
18,788
-711
| -4% | -$196K | 0.36% | 18 |
|
|
2019
Q1 | $5.34M | Sell |
19,499
-430
| -2% | -$107K | 0.37% | 18 |
|
|
2018
Q4 | $4.46M | Buy |
19,929
+142
| +0.7% | +$33.3K | 0.34% | 28 |
|
|
2018
Q3 | $4.83M | Buy |
19,787
+416
| +2% | +$95.7K | 0.39% | 18 |
|
|
2018
Q2 | $4.01M | Sell |
19,371
-4,591
| -19% | -$975K | 0.36% | 21 |
|
|
2018
Q1 | $4.95M | Buy |
23,962
+16
| +0.1% | +$3.36K | 0.42% | 15 |
|
|
2017
Q4 | $4.55M | Sell |
23,946
-460
| -2% | -$88.1K | 0.42% | 18 |
|
|
2017
Q3 | $4.62M | Sell |
24,406
-22
| -0.1% | -$3.98K | 0.36% | 24 |
|
|
2017
Q2 | $4.26M | Sell |
24,428
-1,284
| -5% | -$216K | 0.36% | 25 |
|
|
2017
Q1 | $3.95M | Buy |
25,712
+122
| +0.5% | +$18.6K | 0.35% | 24 |
|
|
2016
Q4 | $3.61M | Buy |
+25,590
| New | +$3.77M | 0.39% | 22 |
|
Other funds holding TMO
Avantax Planning Partners's TMO Position: Q2 2026 in Review
Avantax Planning Partners reduced its Thermo Fisher Scientific (TMO) stake by 4.6% in Q2 2026, selling an estimated $114K and leaving 4,950 shares worth $2.48M. The position accounts for 0.06% of the portfolio, ranked #126.
Avantax Planning Partners first reported a position in TMO in Q4 2016 and has held it in 39 quarters since. The position peaked at $13.9M in Q4 2021. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.
- Avantax Planning Partners held 4,950 shares of Thermo Fisher Scientific worth $2.48M as of Q2 2026.
- Avantax Planning Partners sold 238 Thermo Fisher Scientific shares in Q2 2026, an estimated $114K.
- Thermo Fisher Scientific made up 0.06% of Avantax Planning Partners's portfolio in Q2 2026, its #126 holding.
- Avantax Planning Partners first reported a position in Thermo Fisher Scientific in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's Thermo Fisher Scientific position peaked at $13.9M in Q4 2021.
- 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.