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Evergreen Private Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Evergreen Private Wealth’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 		$6.61M Buy
13,450
+235
+2% +$128K 2.67% 11
2025
Q4 		$7.66M Buy
13,215
+387
+3% +$219K 3.02% 9
2025
Q3 		$6.22M Buy
12,828
+30
+0.2% +$14K 2.52% 15
2025
Q2 		$5.19M Buy
12,798
+1,740
+16% +$728K 2.17% 19
2025
Q1 		$5.5M Buy
11,058
+477
+5% +$258K 2.57% 11
2024
Q4 		$5.5M Buy
10,581
+69
+0.7% +$37.9K 2.58% 13
2024
Q3 		$6.5M Buy
10,512
+164
+2% +$97.1K 3.01% 6
2024
Q2 		$5.72M Buy
10,348
+189
+2% +$108K 2.82% 11
2024
Q1 		$5.9M Buy
10,159
+1,757
+21% +$986K 2.96% 6
2023
Q4 		$4.46M Buy
+8,402
New +$4.07M 2.4% 17

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