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

Compass 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
2025 Q4	–	Sell	-1,079	Closed	-$523K	–	141
2025 Q3	$523K	Sell	1,079 -25	-2%	-$11.6K	0.12%	105
2025 Q2	$448K	Sell	1,104 -80	-7%	-$33.4K	0.11%	114
2025 Q1	$589K	Hold	1,184	–	–	0.15%	95
2024 Q4	$616K	Sell	1,184 -50	-4%	-$27.5K	0.15%	98
2024 Q3	$763K	Sell	1,234 -52	-4%	-$30.8K	0.18%	91
2024 Q2	$711K	Sell	1,286 -82	-6%	-$47K	0.18%	94
2024 Q1	$795K	Sell	1,368 -17	-1%	-$9.54K	0.2%	96
2023 Q4	$735K	Hold	1,385	–	–	0.21%	96
2023 Q3	$701K	Hold	1,385	–	–	0.22%	100
2023 Q2	$723K	Hold	1,385	–	–	0.22%	100
2023 Q1	$798K	Hold	1,385	–	–	0.25%	98
2022 Q4	$763K	Buy	+1,385	New	+$734K	0.25%	98

Other funds holding TMO

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Compass Wealth Management's TMO Position: Q4 2025 in Review

Compass Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q4 2025, closing a stake of 1,079 shares — an estimated $523K sold.

Compass Wealth Management first reported a position in TMO in Q4 2022 and held it in 12 quarters. The position peaked at $798K in Q1 2023. 2,699 funds tracked by Wall St. Rank hold TMO as of Q4 2025.

Compass Wealth Management reported no remaining Thermo Fisher Scientific position as of Q4 2025 after selling out during the quarter.
Compass Wealth Management sold 1,079 Thermo Fisher Scientific shares in Q4 2025, an estimated $523K.
Compass Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2022 and held it in 12 quarters.
Compass Wealth Management's Thermo Fisher Scientific position peaked at $798K in Q1 2023.
2,699 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.