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Cape Investment Advisory’s Thermo Fisher Scientific TMO Stock Holding History

Cape Investment Advisory’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 		$75.2K Buy
+150
New +$72K 0.02% 394
2026
Q1 		– Sell
-70
Closed -$40.6K – 1112
2025
Q4 		$40.6K Buy
70
+4
+6% +$2.26K 0.01% 466
2025
Q3 		$32K Buy
66
+6
+10% +$2.79K 0.03% 270
2025
Q2 		$24.3K Buy
60
+7
+13% +$2.93K 0.01% 472
2025
Q1 		$26.4K Hold
53
– – 0.01% 430
2024
Q4 		$27.6K Sell
53
-14
-21% -$7.7K 0.01% 427
2024
Q3 		$41.4K Buy
67
+3
+5% +$1.78K 0.02% 344
2024
Q2 		$35.4K Buy
64
+14
+28% +$8.02K 0.02% 346
2024
Q1 		$29.1K Sell
50
-26
-34% -$14.6K 0.01% 391
2023
Q4 		$40.3K Buy
76
+26
+52% +$12.6K 0.02% 386
2023
Q3 		$25.3K Hold
50
– – 0.01% 406
2023
Q2 		$26.1K Hold
50
– – 0.01% 398
2023
Q1 		$28.8K Buy
+50
New +$28.2K 0.02% 363

Other funds holding TMO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cape Investment Advisory's TMO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Thermo Fisher Scientific (TMO) in Q2 2026: 150 shares worth $75.2K. The stake represents 0.02% of the portfolio and ranks #394 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in TMO as recently as Q4 2025.

Cape Investment Advisory first reported a position in TMO in Q1 2023 and has held it in 13 quarters since. 704 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Cape Investment Advisory held 150 shares of Thermo Fisher Scientific worth $75.2K as of Q2 2026.
  • Thermo Fisher Scientific was a new Cape Investment Advisory position in Q2 2026.
  • Thermo Fisher Scientific made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #394 holding.
  • Cape Investment Advisory first reported a position in Thermo Fisher Scientific in Q1 2023 and has held it in 13 quarters since.
  • 704 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.