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

Castle 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 		$1.28M Sell
2,555
-46
-2% -$22.1K 0.38% 57
2026
Q1 		$1.28M Buy
2,601
+188
+8% +$102K 0.41% 56
2025
Q4 		$1.4M Sell
2,413
-429
-15% -$243K 0.46% 53
2025
Q3 		$1.38M Buy
2,842
+5
+0.2% +$2.33K 0.47% 53
2025
Q2 		$1.15M Sell
2,837
-104
-4% -$43.5K 0.42% 54
2025
Q1 		$1.46M Buy
2,941
+80
+3% +$43.3K 0.57% 44
2024
Q4 		$1.49M Buy
2,861
+94
+3% +$51.7K 0.59% 44
2024
Q3 		$1.71M Sell
2,767
-32
-1% -$18.9K 0.68% 39
2024
Q2 		$1.55M Buy
2,799
+77
+3% +$44.1K 0.74% 38
2024
Q1 		$1.58M Buy
2,722
+439
+19% +$246K 0.83% 36
2023
Q4 		$1.21M Sell
2,283
-166
-7% -$80.3K 0.73% 38
2023
Q3 		$1.24M Buy
2,449
+368
+18% +$196K 0.88% 33
2023
Q2 		$1.09M Buy
2,081
+58
+3% +$31.3K 0.76% 37
2023
Q1 		$1.17M Buy
2,023
+969
+92% +$546K 0.9% 31
2022
Q4 		$581K Hold
1,054
– – 0.37% 55
2022
Q3 		$535K Hold
1,054
– – 0.32% 54
2022
Q2 		$573K Buy
+1,054
New +$580K 0.33% 53

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 Wealth Management's TMO Position: Q2 2026 in Review

Castle Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 1.8% in Q2 2026, selling an estimated $22.1K and leaving 2,555 shares worth $1.28M. The position accounts for 0.38% of the portfolio, ranked #57.

Castle Wealth Management first reported a position in TMO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.71M in Q3 2024. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Castle Wealth Management held 2,555 shares of Thermo Fisher Scientific worth $1.28M as of Q2 2026.
  • Castle Wealth Management sold 46 Thermo Fisher Scientific shares in Q2 2026, an estimated $22.1K.
  • Thermo Fisher Scientific made up 0.38% of Castle Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Castle Wealth Management first reported a position in Thermo Fisher Scientific in Q2 2022 and has held it in 17 quarters since.
  • Castle Wealth Management's Thermo Fisher Scientific position peaked at $1.71M in Q3 2024.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.