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

Centric 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
Q3 		$462K Buy
+640
New +$380K 0.07% 149
2023
Q4 		– Sell
-648
Closed -$328K – 164
2023
Q3 		$328K Hold
648
– – 0.14% 84
2023
Q2 		$335K Buy
648
+270
+71% +$146K 0.13% 85
2023
Q1 		$218K Hold
378
– – 0.09% 96
2022
Q4 		$208K Sell
378
-44
-10% -$23.3K 0.11% 95
2022
Q3 		$214K Sell
422
-11
-3% -$6.16K 0.09% 111
2022
Q2 		$235K Buy
433
+9
+2% +$4.95K 0.09% 115
2022
Q1 		$251K Buy
424
+29
+7% +$16.7K 0.08% 137
2021
Q4 		$264K Sell
395
-14
-3% -$8.74K 0.09% 131
2021
Q3 		$234K Hold
409
– – 0.09% 139
2021
Q2 		$206K Buy
+409
New +$193K 0.07% 144

Other funds holding TMO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Centric Wealth Management's TMO Position: Q3 2026 in Review

Centric Wealth Management opened a new position in Thermo Fisher Scientific (TMO) in Q3 2026: 640 shares worth $462K. The stake represents 0.07% of the portfolio and ranks #149 among its holdings. This is a return to the name: Centric Wealth Management previously reported a position in TMO as recently as Q3 2023.

Centric Wealth Management first reported a position in TMO in Q2 2021 and has held it in 11 quarters since. 2,450 funds tracked by Wall St. Rank hold TMO as of Q3 2026.

  • Centric Wealth Management held 640 shares of Thermo Fisher Scientific worth $462K as of Q3 2026.
  • Thermo Fisher Scientific was a new Centric Wealth Management position in Q3 2026.
  • Thermo Fisher Scientific made up 0.07% of Centric Wealth Management's portfolio in Q3 2026, its #149 holding.
  • Centric Wealth Management first reported a position in Thermo Fisher Scientific in Q2 2021 and has held it in 11 quarters since.
  • 2,450 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.