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Confluence Wealth Services’s Thermo Fisher Scientific TMO Stock Holding History

Confluence Wealth Services’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 		$2.56M Buy
5,111
+419
+9% +$201K 0.07% 118
2026
Q1 		$2.31M Buy
4,692
+400
+9% +$217K 0.09% 102
2025
Q4 		$2.49M Buy
4,292
+22
+0.5% +$12.4K 0.1% 95
2025
Q3 		$2.07M Sell
4,270
-18
-0.4% -$8.38K 0.1% 97
2025
Q2 		$1.74M Sell
4,288
-230
-5% -$96.2K 0.09% 101
2025
Q1 		$1.95M Buy
4,518
+1,882
+71% +$1.02M 0.12% 90
2024
Q4 		$1.52M Buy
2,636
+23
+0.9% +$12.6K 0.1% 100
2024
Q3 		$1.62M Sell
2,613
-370
-12% -$219K 0.12% 92
2024
Q2 		$1.65M Sell
2,983
-120
-4% -$68.7K 0.13% 93
2024
Q1 		$1.8M Sell
3,103
-38
-1% -$21.3K 0.16% 75
2023
Q4 		$1.67M Buy
3,141
+110
+4% +$53.2K 0.18% 73
2023
Q3 		$1.53M Buy
3,031
+71
+2% +$37.8K 0.3% 58
2023
Q2 		$1.54M Buy
2,960
+7
+0.2% +$3.78K 0.33% 62
2023
Q1 		$1.7M Sell
2,953
-8
-0.3% -$4.51K 0.4% 53
2022
Q4 		$1.63M Buy
2,961
+23
+0.8% +$12.2K 0.42% 50
2022
Q3 		$1.49M Sell
2,938
-54
-2% -$30.2K 0.63% 39
2022
Q2 		$1.77M Buy
2,992
+136
+5% +$74.9K 0.78% 30
2022
Q1 		$1.69M Hold
2,856
– – 0.61% 41
2021
Q4 		$1.91M Buy
+2,856
New +$1.78M 0.61% 30

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Confluence Wealth Services's TMO Position: Q2 2026 in Review

Confluence Wealth Services increased its Thermo Fisher Scientific (TMO) stake by 8.9% in Q2 2026, buying an estimated $201K and bringing the position to 5,111 shares worth $2.56M. The position accounts for 0.07% of the portfolio, ranked #118.

Confluence Wealth Services first reported a position in TMO in Q4 2021 and has held it in 19 quarters since. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Confluence Wealth Services held 5,111 shares of Thermo Fisher Scientific worth $2.56M as of Q2 2026.
  • Confluence Wealth Services bought 419 Thermo Fisher Scientific shares in Q2 2026, an estimated $201K.
  • Thermo Fisher Scientific made up 0.07% of Confluence Wealth Services's portfolio in Q2 2026, its #118 holding.
  • Confluence Wealth Services first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 19 quarters since.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.