Defilade Capital Management’s Thermo Fisher Scientific TMO Stock Holding History

Defilade Capital 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 Q2	$26M	Buy	+51,934	New	+$24.9M	3.49%	10

Other funds holding TMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Defilade Capital Management's TMO Position: Q2 2026 in Review

Defilade Capital Management opened a new position in Thermo Fisher Scientific (TMO) in Q2 2026: 51,934 shares worth $26M. The stake represents 3.49% of the portfolio and ranks #10 among its holdings.

2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Defilade Capital Management held 51,934 shares of Thermo Fisher Scientific worth $26M as of Q2 2026.
Thermo Fisher Scientific was a new Defilade Capital Management position in Q2 2026.
Thermo Fisher Scientific made up 3.49% of Defilade Capital Management's portfolio in Q2 2026, its #10 holding.
2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Defilade Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.