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Aventura Private Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Aventura Private 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 		$325K Buy
648
+58
+10% +$27.8K 0.1% 135
2026
Q1 		$290K Buy
590
+2
+0.3% +$1.08K 0.11% 131
2025
Q4 		$341K Sell
588
-2
-0.3% -$1.13K 0.12% 117
2025
Q3 		$286K Sell
590
-47
-7% -$21.9K 0.11% 134
2025
Q2 		$258K Sell
637
-216
-25% -$90.3K 0.11% 126
2025
Q1 		$424K Sell
853
-26
-3% -$14.1K 0.22% 87
2024
Q4 		$457K Buy
+879
New +$483K 0.25% 80

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aventura Private Wealth's TMO Position: Q2 2026 in Review

Aventura Private Wealth increased its Thermo Fisher Scientific (TMO) stake by 9.8% in Q2 2026, buying an estimated $27.8K and bringing the position to 648 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #135.

Aventura Private Wealth first reported a position in TMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $457K in Q4 2024. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Aventura Private Wealth held 648 shares of Thermo Fisher Scientific worth $325K as of Q2 2026.
  • Aventura Private Wealth bought 58 Thermo Fisher Scientific shares in Q2 2026, an estimated $27.8K.
  • Thermo Fisher Scientific made up 0.1% of Aventura Private Wealth's portfolio in Q2 2026, its #135 holding.
  • Aventura Private Wealth first reported a position in Thermo Fisher Scientific in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Thermo Fisher Scientific position peaked at $457K in Q4 2024.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.