Avantra Family Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Avantra Family Wealth’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	$240K	Sell	479 -183	-28%	-$87.8K	0.15%	158
2026 Q1	$325K	Buy	662 +183	+38%	+$99.3K	0.24%	120
2025 Q4	$278K	Hold	479	–	–	0.2%	129
2025 Q3	$232K	Buy	+479	New	+$223K	0.17%	149
2025 Q2	–	Sell	-479	Closed	-$238K	–	162
2025 Q1	$238K	Sell	479 -154	-24%	-$83.4K	0.23%	135
2024 Q4	$329K	Buy	+633	New	+$348K	0.31%	113

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

Avantra Family Wealth's TMO Position: Q2 2026 in Review

Avantra Family Wealth reduced its Thermo Fisher Scientific (TMO) stake by 28% in Q2 2026, selling an estimated $87.8K and leaving 479 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #158.

Avantra Family Wealth first reported a position in TMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $329K in Q4 2024. 1,172 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Avantra Family Wealth held 479 shares of Thermo Fisher Scientific worth $240K as of Q2 2026.
Avantra Family Wealth sold 183 Thermo Fisher Scientific shares in Q2 2026, an estimated $87.8K.
Thermo Fisher Scientific made up 0.15% of Avantra Family Wealth's portfolio in Q2 2026, its #158 holding.
Avantra Family Wealth first reported a position in Thermo Fisher Scientific in Q4 2024 and has held it in 6 quarters since.
Avantra Family Wealth's Thermo Fisher Scientific position peaked at $329K in Q4 2024.
1,172 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.