DA
TMO icon

Dougherty & Associates’s Thermo Fisher Scientific TMO Stock Holding History

Dougherty & Associates’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 		$970K Sell
1,935
-94
-5% -$45.1K 0.78% 28
2026
Q1 		$998K Sell
2,029
-106
-5% -$57.5K 0.92% 26
2025
Q4 		$1.24M Buy
+2,135
New +$1.21M 1.11% 23

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

Dougherty & Associates's TMO Position: Q2 2026 in Review

Dougherty & Associates reduced its Thermo Fisher Scientific (TMO) stake by 4.6% in Q2 2026, selling an estimated $45.1K and leaving 1,935 shares worth $970K. The position accounts for 0.78% of the portfolio, ranked #28.

Dougherty & Associates first reported a position in TMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q4 2025. 2,617 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Dougherty & Associates held 1,935 shares of Thermo Fisher Scientific worth $970K as of Q2 2026.
  • Dougherty & Associates sold 94 Thermo Fisher Scientific shares in Q2 2026, an estimated $45.1K.
  • Thermo Fisher Scientific made up 0.78% of Dougherty & Associates's portfolio in Q2 2026, its #28 holding.
  • Dougherty & Associates first reported a position in Thermo Fisher Scientific in Q4 2025 and has held it in 3 quarters since.
  • Dougherty & Associates's Thermo Fisher Scientific position peaked at $1.24M in Q4 2025.
  • 2,617 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.