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

Collaborative 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
Q1 		– Sell
-506
Closed -$293K – 236
2025
Q4 		$293K Buy
+506
New +$286K 0.1% 166

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Collaborative Wealth Management's TMO Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 506 shares — an estimated $293K sold.

Collaborative Wealth Management first reported a position in TMO in Q4 2025 and held it in 1 quarter. The position peaked at $293K in Q4 2025. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 506 Thermo Fisher Scientific shares in Q1 2026, an estimated $293K.
  • Collaborative Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's Thermo Fisher Scientific position peaked at $293K in Q4 2025.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.