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Everest Financial Group’s Thermo Fisher Scientific TMO Stock Holding History

Everest Financial 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 		$390K Sell
778
-37
-5% -$17.8K 0.05% 159
2026
Q1 		$401K Sell
815
-238
-23% -$129K 0.07% 146
2025
Q4 		$610K Buy
+1,053
New +$595K 0.14% 54

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

Everest Financial Group's TMO Position: Q2 2026 in Review

Everest Financial Group reduced its Thermo Fisher Scientific (TMO) stake by 4.5% in Q2 2026, selling an estimated $17.8K and leaving 778 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #159.

Everest Financial Group first reported a position in TMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $610K in Q4 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Everest Financial Group held 778 shares of Thermo Fisher Scientific worth $390K as of Q2 2026.
  • Everest Financial Group sold 37 Thermo Fisher Scientific shares in Q2 2026, an estimated $17.8K.
  • Thermo Fisher Scientific made up 0.05% of Everest Financial Group's portfolio in Q2 2026, its #159 holding.
  • Everest Financial Group first reported a position in Thermo Fisher Scientific in Q4 2025 and has held it in 3 quarters since.
  • Everest Financial Group's Thermo Fisher Scientific position peaked at $610K in Q4 2025.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.