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

Dakota 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
2026
Q1 		$1.64M Sell
3,333
-404
-11% -$219K 0.04% 320
2025
Q4 		$2.17M Buy
3,737
+180
+5% +$102K 0.04% 280
2025
Q3 		$1.73M Sell
3,557
-1,493
-30% -$695K 0.03% 279
2025
Q2 		$2.05M Sell
5,050
-839
-14% -$351K 0.04% 264
2025
Q1 		$2.93M Sell
5,889
-396
-6% -$214K 0.07% 213
2024
Q4 		$3.27M Sell
6,285
-642
-9% -$353K 0.08% 199
2024
Q3 		$4.28M Sell
6,927
-335
-5% -$198K 0.1% 185
2024
Q2 		$4.02M Buy
7,262
+13
+0.2% +$7.45K 0.09% 187
2024
Q1 		$4.21M Buy
7,249
+2,424
+50% +$1.36M 0.1% 173
2023
Q4 		$2.56M Sell
4,825
-954
-17% -$462K 0.1% 193
2023
Q3 		$2.93M Buy
5,779
+414
+8% +$221K 0.13% 161
2023
Q2 		$2.8M Sell
5,365
-9,454
-64% -$5.1M 0.13% 144
2023
Q1 		$8.54M Buy
14,819
+9,633
+186% +$5.43M 0.57% 43
2022
Q4 		$2.86M Buy
5,186
+636
+14% +$337K 0.2% 119
2022
Q3 		$2.31M Sell
4,550
-839
-16% -$470K 0.19% 135
2022
Q2 		$2.93M Buy
5,389
+1,252
+30% +$689K 0.27% 100
2022
Q1 		$2.44M Sell
4,137
-581
-12% -$334K 0.2% 132
2021
Q4 		$3.15M Buy
4,718
+243
+5% +$152K 0.33% 83
2021
Q3 		$2.56M Sell
4,475
-150
-3% -$82.3K 0.29% 97
2021
Q2 		$2.33M Sell
4,625
-11,365
-71% -$5.36M 0.28% 99
2021
Q1 		$7.3M Sell
15,990
-10,072
-39% -$4.81M 0.96% 25
2020
Q4 		$12.1M Buy
26,062
+786
+3% +$369K 1.58% 11
2020
Q3 		$11.2M Sell
25,276
-725
-3% -$300K 1.76% 7
2020
Q2 		$9.42M Sell
26,001
-318
-1% -$107K 1.61% 12
2020
Q1 		$7.46M Sell
26,319
-2
-0% -$631 1.63% 13
2019
Q4 		$8.55M Buy
26,321
+1,464
+6% +$444K 1.37% 15
2019
Q3 		$7.24M Buy
24,857
+5,482
+28% +$1.57M 1.25% 18
2019
Q2 		$5.69M Buy
19,375
+6,100
+46% +$1.68M 1.09% 22
2019
Q1 		$3.63M Buy
+13,275
New +$3.3M 0.72% 36

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dakota Wealth Management's TMO Position: Q1 2026 in Review

Dakota Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 11% in Q1 2026, selling an estimated $219K and leaving 3,333 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #320.

Dakota Wealth Management first reported a position in TMO in Q1 2019 and has held it in 29 quarters since. The position peaked at $12.1M in Q4 2020. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Dakota Wealth Management held 3,333 shares of Thermo Fisher Scientific worth $1.64M as of Q1 2026.
  • Dakota Wealth Management sold 404 Thermo Fisher Scientific shares in Q1 2026, an estimated $219K.
  • Thermo Fisher Scientific made up 0.04% of Dakota Wealth Management's portfolio in Q1 2026, its #320 holding.
  • Dakota Wealth Management first reported a position in Thermo Fisher Scientific in Q1 2019 and has held it in 29 quarters since.
  • Dakota Wealth Management's Thermo Fisher Scientific position peaked at $12.1M in Q4 2020.
  • 2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.