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Cassaday & Co Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Cassaday & Co Wealth Management’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 		$1.33M Sell
2,712
-210
-7% -$114K 0.03% 112
2025
Q4 		$1.69M Sell
2,922
-759
-21% -$429K 0.04% 100
2025
Q3 		$1.79M Sell
3,681
-5
-0.1% -$2.33K 0.04% 95
2025
Q2 		$1.49M Sell
3,686
-77
-2% -$32.2K 0.04% 100
2025
Q1 		$1.87M Buy
3,763
+1,477
+65% +$800K 0.05% 80
2024
Q4 		$1.19M Buy
2,286
+20
+0.9% +$11K 0.03% 101
2024
Q3 		$1.4M Buy
2,266
+88
+4% +$52.1K 0.04% 86
2024
Q2 		$1.2M Sell
2,178
-32
-1% -$18.3K 0.04% 89
2024
Q1 		$1.28M Sell
2,210
-65
-3% -$36.5K 0.04% 87
2023
Q4 		$1.21M Buy
2,275
+285
+14% +$138K 0.04% 91
2023
Q3 		$1.01M Sell
1,990
-124
-6% -$66.1K 0.04% 86
2023
Q2 		$1.1M Buy
2,114
+48
+2% +$25.9K 0.04% 84
2023
Q1 		$1.19M Sell
2,066
-69
-3% -$38.9K 0.05% 77
2022
Q4 		$1.18M Buy
+2,135
New +$1.13M 0.05% 79

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cassaday & Co Wealth Management's TMO Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 7.2% in Q1 2026, selling an estimated $114K and leaving 2,712 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #112.

Cassaday & Co Wealth Management first reported a position in TMO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.87M in Q1 2025. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Cassaday & Co Wealth Management held 2,712 shares of Thermo Fisher Scientific worth $1.33M as of Q1 2026.
  • Cassaday & Co Wealth Management sold 210 Thermo Fisher Scientific shares in Q1 2026, an estimated $114K.
  • Thermo Fisher Scientific made up 0.03% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Cassaday & Co Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2022 and has held it in 14 quarters since.
  • Cassaday & Co Wealth Management's Thermo Fisher Scientific position peaked at $1.87M in Q1 2025.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.