Elwood & Goetz Wealth Advisory Group’s Thermo Fisher Scientific TMO Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$495K	Sell	987 -36	-4%	-$17.3K	0.07%	84
2026 Q1	$503K	Sell	1,023 -8	-0.8%	-$4.34K	0.09%	72
2025 Q4	$597K	Buy	1,031 +18	+2%	+$10.2K	0.11%	56
2025 Q3	$491K	Buy	1,013 +38	+4%	+$17.7K	0.09%	66
2025 Q2	$395K	Buy	975 +63	+7%	+$26.3K	0.09%	69
2025 Q1	$454K	Buy	912 +75	+9%	+$40.6K	0.11%	57
2024 Q4	$435K	Sell	837 -30	-3%	-$16.5K	0.11%	57
2024 Q3	$536K	Buy	+867	New	+$513K	0.13%	49

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

Elwood & Goetz Wealth Advisory Group's TMO Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Thermo Fisher Scientific (TMO) stake by 3.5% in Q2 2026, selling an estimated $17.3K and leaving 987 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #84.

Elwood & Goetz Wealth Advisory Group first reported a position in TMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $597K in Q4 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 987 shares of Thermo Fisher Scientific worth $495K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 36 Thermo Fisher Scientific shares in Q2 2026, an estimated $17.3K.
Thermo Fisher Scientific made up 0.07% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #84 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Thermo Fisher Scientific in Q3 2024 and has held it in 8 quarters since.
Elwood & Goetz Wealth Advisory Group's Thermo Fisher Scientific position peaked at $597K in Q4 2025.
2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.