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Castle Rock Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Castle Rock 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
Q2 		$2.08M Buy
4,054
+353
+10% +$169K 0.41% 74
2026
Q1 		$1.82M Buy
3,701
+34
+0.9% +$18.5K 0.39% 75
2025
Q4 		$2.09M Buy
3,667
+76
+2% +$43K 0.45% 65
2025
Q3 		$1.88M Buy
3,591
+46
+1% +$21.4K 0.42% 66
2025
Q2 		$1.46M Buy
3,545
+347
+11% +$145K 0.34% 85
2025
Q1 		$1.56M Sell
3,198
-131
-4% -$70.9K 0.42% 62
2024
Q4 		$1.77M Buy
3,329
+167
+5% +$91.8K 0.42% 64
2024
Q3 		$1.89M Buy
3,162
+57
+2% +$33.7K 0.45% 60
2024
Q2 		$1.68M Buy
3,105
+115
+4% +$65.9K 0.42% 65
2024
Q1 		$1.72M Buy
2,990
+1,189
+66% +$667K 0.47% 56
2023
Q4 		$956K Buy
1,801
+161
+10% +$77.9K 0.29% 95
2023
Q3 		$819K Buy
1,640
+43
+3% +$22.9K 0.28% 91
2023
Q2 		$831K Buy
1,597
+66
+4% +$35.6K 0.28% 85
2023
Q1 		$819K Buy
1,531
+22
+1% +$12.4K 0.29% 73
2022
Q4 		$871K Buy
1,509
+30
+2% +$15.9K 0.39% 65
2022
Q3 		$741K Sell
1,479
-18
-1% -$10.1K 0.37% 69
2022
Q2 		$829K Sell
1,497
-284
-16% -$156K 0.42% 57
2022
Q1 		$1.02M Sell
1,781
-1,651
-48% -$948K 0.47% 50
2021
Q4 		$1.99M Sell
3,432
-22
-0.6% -$13.7K 0.81% 32
2021
Q3 		$2.16M Buy
3,454
+191
+6% +$105K 0.74% 33
2021
Q2 		$1.76M Buy
3,263
+364
+13% +$172K 0.65% 39
2021
Q1 		$1.4M Buy
2,899
+244
+9% +$116K 0.57% 57
2020
Q4 		$1.37M Buy
2,655
+298
+13% +$140K 0.57% 50
2020
Q3 		$1.1M Buy
2,357
+1,067
+83% +$441K 0.72% 44
2020
Q2 		$536K Buy
+1,290
New +$432K 0.31% 110
2020
Q1 		– Sell
-4,130
Closed -$1.4M – 183
2019
Q4 		$1.4M Buy
+4,130
New +$1.25M 1.26% 13
2019
Q3 		– Sell
-800
Closed -$236K – 189
2019
Q2 		$236K Buy
+800
New +$220K 0.26% 118

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Castle Rock Wealth Management's TMO Position: Q2 2026 in Review

Castle Rock Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 9.5% in Q2 2026, buying an estimated $169K and bringing the position to 4,054 shares worth $2.08M. The position accounts for 0.41% of the portfolio, ranked #74.

Castle Rock Wealth Management first reported a position in TMO in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.16M in Q3 2021. 2,617 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Castle Rock Wealth Management held 4,054 shares of Thermo Fisher Scientific worth $2.08M as of Q2 2026.
  • Castle Rock Wealth Management bought 353 Thermo Fisher Scientific shares in Q2 2026, an estimated $169K.
  • Thermo Fisher Scientific made up 0.41% of Castle Rock Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Castle Rock Wealth Management first reported a position in Thermo Fisher Scientific in Q2 2019 and has held it in 27 quarters since.
  • Castle Rock Wealth Management's Thermo Fisher Scientific position peaked at $2.16M in Q3 2021.
  • 2,617 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.