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 Q3	$728K	Hold	1,079	–	–	0.14%	102
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%	-$9.5K	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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Compass Wealth Management's TMO Position: Q3 2026 in Review

Compass Wealth Management held its Thermo Fisher Scientific (TMO) position steady in Q3 2026 at 1,079 shares worth $728K. The position accounts for 0.14% of the portfolio, ranked #102.

Compass Wealth Management first reported a position in TMO in Q4 2022 and has held it in 14 quarters since. The position peaked at $798K in Q1 2023. 813 funds tracked by Wall St. Rank hold TMO as of Q3 2026.

Compass Wealth Management held 1,079 shares of Thermo Fisher Scientific worth $728K as of Q3 2026.
Compass Wealth Management left its Thermo Fisher Scientific share count unchanged in Q3 2026.
Thermo Fisher Scientific made up 0.14% of Compass Wealth Management's portfolio in Q3 2026, its #102 holding.
Compass Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's Thermo Fisher Scientific position peaked at $798K in Q1 2023.
813 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.