Concurrent Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Concurrent Investment 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	$4.65M	Sell	9,467 -1,136	-11%	-$617K	0.05%	370
2025 Q4	$6.14M	Buy	10,603 +6,020	+131%	+$3.4M	0.07%	281
2025 Q3	$2.22M	Buy	4,583 +13	+0.3%	+$6.05K	0.04%	433
2025 Q2	$1.85M	Buy	4,570 +748	+20%	+$313K	0.04%	453
2025 Q1	$1.9M	Buy	3,822 +382	+11%	+$207K	0.05%	374
2024 Q4	$1.79M	Sell	3,440 -147	-4%	-$80.8K	0.05%	352
2024 Q3	$2.22M	Buy	3,587 +179	+5%	+$106K	0.07%	285
2024 Q2	$1.88M	Buy	3,408 +1,315	+63%	+$753K	0.06%	290
2024 Q1	$1.22M	Buy	2,093 +176	+9%	+$98.8K	0.05%	341
2023 Q4	$1.02M	Buy	+1,917	New	+$928K	0.05%	336

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

Concurrent Investment Advisors's TMO Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Thermo Fisher Scientific (TMO) stake by 11% in Q1 2026, selling an estimated $617K and leaving 9,467 shares worth $4.65M. The position accounts for 0.05% of the portfolio, ranked #370.

Concurrent Investment Advisors first reported a position in TMO in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.14M in Q4 2025. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Concurrent Investment Advisors held 9,467 shares of Thermo Fisher Scientific worth $4.65M as of Q1 2026.
Concurrent Investment Advisors sold 1,136 Thermo Fisher Scientific shares in Q1 2026, an estimated $617K.
Thermo Fisher Scientific made up 0.05% of Concurrent Investment Advisors's portfolio in Q1 2026, its #370 holding.
Concurrent Investment Advisors first reported a position in Thermo Fisher Scientific in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Thermo Fisher Scientific position peaked at $6.14M in Q4 2025.
2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.