Coastal Bridge Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Coastal Bridge Advisors’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 Q1	$2.61M	Buy	5,300 +83	+2%	+$45K	0.18%	130
2025 Q4	$3.02M	Sell	5,217 -283	-5%	-$160K	0.23%	107
2025 Q3	$2.67M	Buy	5,500 +1,719	+45%	+$800K	0.2%	117
2025 Q2	$1.53M	Sell	3,781 -665	-15%	-$278K	0.13%	163
2025 Q1	$2.21M	Buy	+4,446	New	+$2.41M	0.55%	46
2024 Q4	–	Sell	-646	Closed	-$400K	–	176
2024 Q3	$400K	Sell	646 -8	-1%	-$4.74K	0.1%	104
2024 Q2	$362K	Buy	654 +8	+1%	+$4.58K	0.09%	109
2024 Q1	$375K	Hold	646	–	–	0.09%	108
2023 Q4	$343K	Buy	646 +7	+1%	+$3.39K	0.09%	113
2023 Q3	$323K	Hold	639	–	–	0.09%	113
2023 Q2	$333K	Buy	639 +5	+0.8%	+$2.7K	0.08%	112
2023 Q1	$365K	Hold	634	–	–	0.09%	106
2022 Q4	$349K	Sell	634 -32	-5%	-$17K	0.1%	107
2022 Q3	$338K	Buy	666 +32	+5%	+$17.9K	0.09%	109
2022 Q2	$344K	Buy	634 +30	+5%	+$16.5K	0.11%	104
2022 Q1	$357K	Buy	+604	New	+$347K	0.08%	103

Other funds holding TMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coastal Bridge Advisors's TMO Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Thermo Fisher Scientific (TMO) stake by 1.6% in Q1 2026, buying an estimated $45K and bringing the position to 5,300 shares worth $2.61M. The position accounts for 0.18% of the portfolio, ranked #130.

Coastal Bridge Advisors first reported a position in TMO in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.02M in Q4 2025. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Coastal Bridge Advisors held 5,300 shares of Thermo Fisher Scientific worth $2.61M as of Q1 2026.
Coastal Bridge Advisors bought 83 Thermo Fisher Scientific shares in Q1 2026, an estimated $45K.
Thermo Fisher Scientific made up 0.18% of Coastal Bridge Advisors's portfolio in Q1 2026, its #130 holding.
Coastal Bridge Advisors first reported a position in Thermo Fisher Scientific in Q1 2022 and has held it in 16 quarters since.
Coastal Bridge Advisors's Thermo Fisher Scientific position peaked at $3.02M in Q4 2025.
2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.