Circle Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.62M | Sell |
5,226
-9
| -0.2% | -$4.32K | 0.03% | 86 |
|
|
2026
Q1 | $2.57M | Buy |
5,235
+612
| +13% | +$332K | 0.04% | 75 |
|
|
2025
Q4 | $2.68M | Buy |
4,623
+89
| +2% | +$50.3K | 0.04% | 70 |
|
|
2025
Q3 | $2.2M | Buy |
4,534
+734
| +19% | +$342K | 0.04% | 76 |
|
|
2025
Q2 | $1.54M | Buy |
3,800
+594
| +19% | +$248K | 0.03% | 93 |
|
|
2025
Q1 | $1.6M | Buy |
3,206
+15
| +0.5% | +$8.12K | 0.04% | 87 |
|
|
2024
Q4 | $1.66M | Sell |
3,191
-7
| -0.2% | -$3.85K | 0.04% | 82 |
|
|
2024
Q3 | $1.98M | Sell |
3,198
-202
| -6% | -$120K | 0.04% | 73 |
|
|
2024
Q2 | $1.88M | Sell |
3,400
-349
| -9% | -$200K | 0.04% | 66 |
|
|
2024
Q1 | $2.18M | Buy |
3,749
+158
| +4% | +$88.7K | 0.05% | 68 |
|
|
2023
Q4 | $1.91M | Buy |
3,591
+112
| +3% | +$54.2K | 0.05% | 68 |
|
|
2023
Q3 | $1.76M | Buy |
3,479
+128
| +4% | +$68.2K | 0.04% | 70 |
|
|
2023
Q2 | $1.75M | Buy |
3,351
+162
| +5% | +$87.4K | 0.23% | 40 |
|
|
2023
Q1 | $1.84M | Sell |
3,189
-3
| -0.1% | -$1.69K | 0.27% | 39 |
|
|
2022
Q4 | $1.76M | Buy |
3,192
+32
| +1% | +$17K | 0.27% | 39 |
|
|
2022
Q3 | $1.6M | Sell |
3,160
-32
| -1% | -$17.9K | 0.26% | 40 |
|
|
2022
Q2 | $1.73M | Sell |
3,192
-358
| -10% | -$197K | 0.28% | 40 |
|
|
2022
Q1 | $2.1M | Buy |
3,550
+235
| +7% | +$135K | 0.28% | 43 |
|
|
2021
Q4 | $2.21M | Buy |
3,315
+6
| +0.2% | +$3.75K | 0.29% | 39 |
|
|
2021
Q3 | $1.89M | Sell |
3,309
-660
| -17% | -$362K | 0.27% | 41 |
|
|
2021
Q2 | $2M | Buy |
3,969
+251
| +7% | +$118K | 0.29% | 40 |
|
|
2021
Q1 | $1.7M | Buy |
3,718
+133
| +4% | +$63.5K | 0.27% | 43 |
|
|
2020
Q4 | $1.67M | Buy |
3,585
+1,235
| +53% | +$579K | 0.24% | 48 |
|
|
2020
Q3 | $1.04M | Buy |
2,350
+492
| +26% | +$203K | 0.17% | 65 |
|
|
2020
Q2 | $673K | Buy |
1,858
+506
| +37% | +$170K | 0.12% | 88 |
|
|
2020
Q1 | $383K | Buy |
1,352
+79
| +6% | +$24.9K | 0.07% | 125 |
|
|
2019
Q4 | $413K | Buy |
1,273
+62
| +5% | +$18.8K | 0.07% | 121 |
|
|
2019
Q3 | $353K | Buy |
1,211
+5
| +0.4% | +$1.43K | 0.08% | 120 |
|
|
2019
Q2 | $354K | Buy |
1,206
+376
| +45% | +$104K | 0.08% | 111 |
|
|
2019
Q1 | $227K | Buy |
+830
| New | +$207K | 0.05% | 144 |
|
|
2018
Q4 | – | Sell |
-830
| Closed | -$202K | – | 95 |
|
|
2018
Q3 | $202K | Buy |
+830
| New | +$191K | 0.06% | 96 |
|
Other funds holding TMO
Circle Wealth Management's TMO Position: Q2 2026 in Review
Circle Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 0.17% in Q2 2026, selling an estimated $4.32K and leaving 5,226 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #86.
Circle Wealth Management first reported a position in TMO in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.68M in Q4 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.
- Circle Wealth Management held 5,226 shares of Thermo Fisher Scientific worth $2.62M as of Q2 2026.
- Circle Wealth Management sold 9 Thermo Fisher Scientific shares in Q2 2026, an estimated $4.32K.
- Thermo Fisher Scientific made up 0.03% of Circle Wealth Management's portfolio in Q2 2026, its #86 holding.
- Circle Wealth Management first reported a position in Thermo Fisher Scientific in Q3 2018 and has held it in 31 quarters since.
- Circle Wealth Management's Thermo Fisher Scientific position peaked at $2.68M in Q4 2025.
- 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.
Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.