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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
Q2 		$6.9M Buy
13,754
+304
+2% +$146K 2.55% 12
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 $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

Evergreen Private Wealth's TMO Position: Q2 2026 in Review

Evergreen Private Wealth increased its Thermo Fisher Scientific (TMO) stake by 2.3% in Q2 2026, buying an estimated $146K and bringing the position to 13,754 shares worth $6.9M. The position accounts for 2.55% of the portfolio, ranked #12.

Evergreen Private Wealth first reported a position in TMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.66M in Q4 2025. 2,617 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Evergreen Private Wealth held 13,754 shares of Thermo Fisher Scientific worth $6.9M as of Q2 2026.
  • Evergreen Private Wealth bought 304 Thermo Fisher Scientific shares in Q2 2026, an estimated $146K.
  • Thermo Fisher Scientific made up 2.55% of Evergreen Private Wealth's portfolio in Q2 2026, its #12 holding.
  • Evergreen Private Wealth first reported a position in Thermo Fisher Scientific in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Private Wealth's Thermo Fisher Scientific position peaked at $7.66M in Q4 2025.
  • 2,617 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.