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Consilio Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Consilio Wealth 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
Q2 		$226K Sell
450
-81
-15% -$38.9K 0.05% 100
2026
Q1 		$261K Buy
531
+25
+5% +$13.6K 0.08% 81
2025
Q4 		$293K Sell
506
-27
-5% -$15.3K 0.09% 73
2025
Q3 		$259K Buy
+533
New +$248K 0.08% 73
2024
Q4 		– Sell
-425
Closed -$263K – 78
2024
Q3 		$263K Buy
+425
New +$252K 0.11% 57

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

Consilio Wealth Advisors's TMO Position: Q2 2026 in Review

Consilio Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 15% in Q2 2026, selling an estimated $38.9K and leaving 450 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #100.

Consilio Wealth Advisors first reported a position in TMO in Q3 2024 and has held it in 5 quarters since. The position peaked at $293K in Q4 2025. 2,623 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Consilio Wealth Advisors held 450 shares of Thermo Fisher Scientific worth $226K as of Q2 2026.
  • Consilio Wealth Advisors sold 81 Thermo Fisher Scientific shares in Q2 2026, an estimated $38.9K.
  • Thermo Fisher Scientific made up 0.05% of Consilio Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Consilio Wealth Advisors first reported a position in Thermo Fisher Scientific in Q3 2024 and has held it in 5 quarters since.
  • Consilio Wealth Advisors's Thermo Fisher Scientific position peaked at $293K in Q4 2025.
  • 2,623 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

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