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

Congress 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
Q2 		$12.3M Buy
30,432
+1,472
+5% +$615K 0.12% 204
2025
Q1 		$14.4M Buy
28,960
+11,681
+68% +$6.33M 0.17% 150
2024
Q4 		$8.99M Sell
17,279
-6,699
-28% -$3.68M 0.12% 210
2024
Q3 		$14.8M Buy
23,978
+21,697
+951% +$12.8M 0.2% 155
2024
Q2 		$1.26M Sell
2,281
-448
-16% -$257K 0.02% 398
2024
Q1 		$1.59M Buy
2,729
+237
+10% +$133K 0.03% 338
2023
Q4 		$1.32M Sell
2,492
-151
-6% -$73.1K 0.02% 359
2023
Q3 		$1.34M Buy
2,643
+588
+29% +$313K 0.03% 344
2023
Q2 		$1.07M Sell
2,055
-441
-18% -$238K 0.02% 332
2023
Q1 		$1.44M Sell
2,496
-370
-13% -$209K 0.03% 306
2022
Q4 		$1.58M Buy
2,866
+247
+9% +$131K 0.04% 287
2022
Q3 		$1.33M Sell
2,619
-610
-19% -$341K 0.04% 303
2022
Q2 		$1.75M Buy
3,229
+73
+2% +$40.2K 0.04% 287
2022
Q1 		$1.86M Sell
3,156
-21,176
-87% -$12.2M 0.04% 299
2021
Q4 		$16.2M Buy
+24,332
New +$15.2M 0.32% 79

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Congress Wealth Management's TMO Position: Q2 2025 in Review

Congress Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 5.1% in Q2 2025, buying an estimated $615K and bringing the position to 30,432 shares worth $12.3M. The position accounts for 0.12% of the portfolio, ranked #204.

Congress Wealth Management first reported a position in TMO in Q4 2021 and has held it in 15 quarters since. The position peaked at $16.2M in Q4 2021. 2,458 funds tracked by Wall St. Rank hold TMO as of Q2 2025.

  • Congress Wealth Management held 30,432 shares of Thermo Fisher Scientific worth $12.3M as of Q2 2025.
  • Congress Wealth Management bought 1,472 Thermo Fisher Scientific shares in Q2 2025, an estimated $615K.
  • Thermo Fisher Scientific made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #204 holding.
  • Congress Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Thermo Fisher Scientific position peaked at $16.2M in Q4 2021.
  • 2,458 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.