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Castlefield Investment Partners’s Thermo Fisher Scientific TMO Stock Holding History

Castlefield Investment Partners’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 		$3.55M Sell
7,071
-316
-4% -$152K 2.41% 23
2026
Q1 		$3.63M Buy
7,387
+301
+4% +$163K 2.78% 21
2025
Q4 		$4.11M Buy
+7,086
New +$4.01M 3.17% 16

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

Castlefield Investment Partners's TMO Position: Q2 2026 in Review

Castlefield Investment Partners reduced its Thermo Fisher Scientific (TMO) stake by 4.3% in Q2 2026, selling an estimated $152K and leaving 7,071 shares worth $3.55M. The position accounts for 2.41% of the portfolio, ranked #23.

Castlefield Investment Partners first reported a position in TMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.11M in Q4 2025. 2,615 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Castlefield Investment Partners held 7,071 shares of Thermo Fisher Scientific worth $3.55M as of Q2 2026.
  • Castlefield Investment Partners sold 316 Thermo Fisher Scientific shares in Q2 2026, an estimated $152K.
  • Thermo Fisher Scientific made up 2.41% of Castlefield Investment Partners's portfolio in Q2 2026, its #23 holding.
  • Castlefield Investment Partners first reported a position in Thermo Fisher Scientific in Q4 2025 and has held it in 3 quarters since.
  • Castlefield Investment Partners's Thermo Fisher Scientific position peaked at $4.11M in Q4 2025.
  • 2,615 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Castlefield Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.