Convergence Financial’s Thermo Fisher Scientific TMO Stock Holding History

Convergence Financial’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	$2.34M	Buy	4,756 +2,343	+97%	+$1.27M	0.25%	63
2025 Q4	$1.4M	Buy	2,413 +89	+4%	+$50.3K	0.2%	67
2025 Q3	$1.13M	Sell	2,324 -25	-1%	-$11.6K	0.17%	75
2025 Q2	$952K	Sell	2,349 -915	-28%	-$383K	0.16%	78
2025 Q1	$1.62M	Buy	3,264 +219	+7%	+$119K	0.32%	53
2024 Q4	$1.58M	Buy	3,045 +103	+4%	+$56.6K	0.32%	48
2024 Q3	$1.82M	Buy	2,942 +692	+31%	+$410K	0.39%	42
2024 Q2	$1.24M	Buy	+2,250	New	+$1.29M	0.33%	40

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

Convergence Financial's TMO Position: Q1 2026 in Review

Convergence Financial increased its Thermo Fisher Scientific (TMO) stake by 97% in Q1 2026, buying an estimated $1.27M and bringing the position to 4,756 shares worth $2.34M. The position accounts for 0.25% of the portfolio, ranked #63.

Convergence Financial first reported a position in TMO in Q2 2024 and has held it in 8 quarters since. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Convergence Financial held 4,756 shares of Thermo Fisher Scientific worth $2.34M as of Q1 2026.
Convergence Financial bought 2,343 Thermo Fisher Scientific shares in Q1 2026, an estimated $1.27M.
Thermo Fisher Scientific made up 0.25% of Convergence Financial's portfolio in Q1 2026, its #63 holding.
Convergence Financial first reported a position in Thermo Fisher Scientific in Q2 2024 and has held it in 8 quarters since.
2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.