Cassady Schiller Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Cassady Schiller 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
2024 Q4	$36.4K	Buy	70 +33	+89%	+$18.1K	0.01%	234
2024 Q3	$22.9K	Hold	37	–	–	0.01%	261
2024 Q2	$20.5K	Hold	37	–	–	0.01%	264
2024 Q1	$21.5K	Buy	37 +3	+9%	+$1.68K	0.01%	283
2023 Q4	$18K	Hold	34	–	–	0.01%	284
2023 Q3	$17.2K	Buy	+34	New	+$18.1K	0.01%	286
2023 Q1	–	Sell	-125	Closed	-$68.8K	–	489
2022 Q4	$68.8K	Buy	+125	New	+$66.2K	0.04%	168
2022 Q1	–	Sell	-133	Closed	-$89K	–	552
2021 Q4	$89K	Buy	+133	New	+$83K	0.05%	146

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cassady Schiller Wealth Management's TMO Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 89% in Q4 2024, buying an estimated $18.1K and bringing the position to 70 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #234.

Cassady Schiller Wealth Management first reported a position in TMO in Q4 2021 and has held it in 8 quarters since. The position peaked at $89K in Q4 2021. 2,616 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

Cassady Schiller Wealth Management held 70 shares of Thermo Fisher Scientific worth $36.4K as of Q4 2024.
Cassady Schiller Wealth Management bought 33 Thermo Fisher Scientific shares in Q4 2024, an estimated $18.1K.
Thermo Fisher Scientific made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #234 holding.
Cassady Schiller Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 8 quarters since.
Cassady Schiller Wealth Management's Thermo Fisher Scientific position peaked at $89K in Q4 2021.
2,616 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.