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Briaud Financial Planning’s Thermo Fisher Scientific TMO Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-5
Closed -$2K – 309
2025
Q2 		$2K Buy
+5
New +$2.09K ﹤0.01% 325

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Briaud Financial Planning's TMO Position: Q3 2025 in Review

Briaud Financial Planning sold out of Thermo Fisher Scientific (TMO) in Q3 2025, closing a stake of 5 shares — an estimated $2K sold.

Briaud Financial Planning first reported a position in TMO in Q2 2025 and held it in 1 quarter. The position peaked at $2K in Q2 2025. 2,508 funds tracked by Wall St. Rank hold TMO as of Q3 2025.

  • Briaud Financial Planning reported no remaining Thermo Fisher Scientific position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 5 Thermo Fisher Scientific shares in Q3 2025, an estimated $2K.
  • Briaud Financial Planning first reported a position in Thermo Fisher Scientific in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Thermo Fisher Scientific position peaked at $2K in Q2 2025.
  • 2,508 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.