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Blue Zone Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Blue Zone Wealth Advisors’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 		$6.33M Sell
12,626
-230
-2% -$110K 1.11% 27
2026
Q1 		$6.32M Sell
12,856
-282
-2% -$153K 1.29% 28
2025
Q4 		$7.61M Buy
13,138
+165
+1% +$93.3K 1.46% 24
2025
Q3 		$6.29M Buy
12,973
+725
+6% +$337K 1.26% 31
2025
Q2 		$4.97M Buy
12,248
+858
+8% +$359K 1.24% 43
2025
Q1 		$5.67M Buy
11,390
+1,264
+12% +$685K 1.57% 27
2024
Q4 		$5.27M Buy
10,126
+225
+2% +$124K 1.52% 25
2024
Q3 		$6.12M Buy
9,901
+436
+5% +$258K 1.91% 19
2024
Q2 		$5.23M Sell
9,465
-186
-2% -$107K 1.81% 18
2024
Q1 		$5.61M Buy
9,651
+198
+2% +$111K 1.93% 17
2023
Q4 		$5.02M Buy
9,453
+222
+2% +$107K 2% 17
2023
Q3 		$4.67M Buy
9,231
+143
+2% +$76.2K 2.05% 18
2023
Q2 		$4.74M Buy
9,088
+2,368
+35% +$1.28M 2.19% 16
2023
Q1 		$3.87M Sell
6,720
-4
-0.1% -$2.25K 2.07% 15
2022
Q4 		$3.7M Buy
6,724
+100
+2% +$53K 1.98% 14
2022
Q3 		$3.36M Buy
6,624
+36
+0.5% +$20.1K 1.74% 16
2022
Q2 		$3.58M Buy
6,588
+32
+0.5% +$17.6K 1.62% 17
2022
Q1 		$3.87M Buy
6,556
+1,267
+24% +$728K 1.44% 26
2021
Q4 		$3.53M Sell
5,289
-3
-0.1% -$1.87K 1.17% 30
2021
Q3 		$3.02M Buy
5,292
+40
+0.8% +$22K 1.05% 33
2021
Q2 		$2.65M Buy
5,252
+744
+17% +$351K 0.99% 43
2021
Q1 		$2.06M Buy
+4,508
New +$2.15M 0.88% 49

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

Blue Zone Wealth Advisors's TMO Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 1.8% in Q2 2026, selling an estimated $110K and leaving 12,626 shares worth $6.33M. The position accounts for 1.11% of the portfolio, ranked #27.

Blue Zone Wealth Advisors first reported a position in TMO in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.61M in Q4 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Blue Zone Wealth Advisors held 12,626 shares of Thermo Fisher Scientific worth $6.33M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 230 Thermo Fisher Scientific shares in Q2 2026, an estimated $110K.
  • Thermo Fisher Scientific made up 1.11% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Blue Zone Wealth Advisors first reported a position in Thermo Fisher Scientific in Q1 2021 and has held it in 22 quarters since.
  • Blue Zone Wealth Advisors's Thermo Fisher Scientific position peaked at $7.61M in Q4 2025.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.