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
2026 Q2	$541K	Buy	+1,079	New	+$518K	0.1%	118
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Compass Wealth Management's TMO Position: Q2 2026 in Review

Compass Wealth Management opened a new position in Thermo Fisher Scientific (TMO) in Q2 2026: 1,079 shares worth $541K. The stake represents 0.1% of the portfolio and ranks #118 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in TMO as recently as Q3 2025.

Compass Wealth Management first reported a position in TMO in Q4 2022 and has held it in 13 quarters since. The position peaked at $798K in Q1 2023. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Compass Wealth Management held 1,079 shares of Thermo Fisher Scientific worth $541K as of Q2 2026.
Thermo Fisher Scientific was a new Compass Wealth Management position in Q2 2026.
Thermo Fisher Scientific made up 0.1% of Compass Wealth Management's portfolio in Q2 2026, its #118 holding.
Compass Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2022 and has held it in 13 quarters since.
Compass Wealth Management's Thermo Fisher Scientific position peaked at $798K in Q1 2023.
2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.