BWA
TMO icon

Bordeaux Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Bordeaux 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
2025
Q2 		$599K Sell
1,477
-60
-4% -$25.1K 0.08% 77
2025
Q1 		$765K Sell
1,537
-728
-32% -$394K 0.14% 69
2024
Q4 		$1.18M Buy
2,265
+17
+0.8% +$9.35K 0.19% 52
2024
Q3 		$1.39M Buy
2,248
+140
+7% +$82.9K 0.25% 45
2024
Q2 		$1.17M Sell
2,108
-10
-0.5% -$5.73K 0.22% 49
2024
Q1 		$1.23M Sell
2,118
-262
-11% -$147K 0.41% 32
2023
Q4 		$1.26M Buy
2,380
+3
+0.1% +$1.45K 0.43% 31
2023
Q3 		$1.2M Buy
2,377
+99
+4% +$52.8K 0.49% 29
2023
Q2 		$1.19M Sell
2,278
-6
-0.3% -$3.24K 0.49% 28
2023
Q1 		$1.32M Buy
2,284
+12
+0.5% +$6.76K 0.68% 22
2022
Q4 		$1.25M Sell
2,272
-60
-3% -$31.8K 0.69% 19
2022
Q3 		$1.18M Buy
2,332
+17
+0.7% +$9.51K 0.74% 24
2022
Q2 		$1.26M Sell
2,315
-7
-0.3% -$3.85K 0.87% 21
2022
Q1 		$1.37M Sell
2,322
-253
-10% -$145K 0.74% 27
2021
Q4 		$1.72M Buy
2,575
+169
+7% +$106K 0.79% 26
2021
Q3 		$1.38M Hold
2,406
– – 0.78% 25
2021
Q2 		$1.21M Hold
2,406
– – 0.7% 23
2021
Q1 		$1.1M Sell
2,406
-7
-0.3% -$3.34K 0.76% 20
2020
Q4 		$1.12M Buy
+2,413
New +$1.13M 0.85% 15

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bordeaux Wealth Advisors's TMO Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 3.9% in Q2 2025, selling an estimated $25.1K and leaving 1,477 shares worth $599K. The position accounts for 0.08% of the portfolio, ranked #77.

Bordeaux Wealth Advisors first reported a position in TMO in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.72M in Q4 2021. 2,454 funds tracked by Wall St. Rank hold TMO as of Q2 2025.

  • Bordeaux Wealth Advisors held 1,477 shares of Thermo Fisher Scientific worth $599K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 60 Thermo Fisher Scientific shares in Q2 2025, an estimated $25.1K.
  • Thermo Fisher Scientific made up 0.08% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #77 holding.
  • Bordeaux Wealth Advisors first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 19 quarters since.
  • Bordeaux Wealth Advisors's Thermo Fisher Scientific position peaked at $1.72M in Q4 2021.
  • 2,454 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.