Balboa Wealth Partners’s Thermo Fisher Scientific TMO Stock Holding History

Balboa Wealth Partners’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 Q1	–	Sell	-376	Closed	-$218K	–	486
2025 Q4	$218K	Sell	376 -44	-10%	-$24.9K	0.04%	362
2025 Q3	$204K	Buy	+420	New	+$195K	0.04%	351
2025 Q2	–	Sell	-402	Closed	-$200K	–	406
2025 Q1	$200K	Buy	402 +1	+0.2%	+$542	0.05%	270
2024 Q4	$209K	Sell	401 -482	-55%	-$265K	0.05%	274
2024 Q3	$546K	Buy	883 +330	+60%	+$195K	0.14%	130
2024 Q2	$306K	Buy	553 +43	+8%	+$24.6K	0.08%	188
2024 Q1	$297K	Sell	510 -12	-2%	-$6.73K	0.09%	168
2023 Q4	$277K	Buy	522 +10	+2%	+$4.84K	0.09%	171
2023 Q3	$259K	Buy	512 +18	+4%	+$9.59K	0.1%	178
2023 Q2	$258K	Sell	494 -260	-34%	-$140K	0.09%	185
2023 Q1	$435K	Buy	754 +206	+38%	+$116K	0.16%	125
2022 Q4	$302K	Sell	548 -54	-9%	-$28.6K	0.14%	152
2022 Q3	$305K	Buy	+602	New	+$337K	0.13%	135

Other funds holding TMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Balboa Wealth Partners's TMO Position: Q1 2026 in Review

Balboa Wealth Partners sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 376 shares — an estimated $218K sold.

Balboa Wealth Partners first reported a position in TMO in Q3 2022 and held it in 13 quarters. The position peaked at $546K in Q3 2024. 2,600 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Balboa Wealth Partners reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
Balboa Wealth Partners sold 376 Thermo Fisher Scientific shares in Q1 2026, an estimated $218K.
Balboa Wealth Partners first reported a position in Thermo Fisher Scientific in Q3 2022 and held it in 13 quarters.
Balboa Wealth Partners's Thermo Fisher Scientific position peaked at $546K in Q3 2024.
2,600 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.