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

Everhart 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 		$965K Sell
1,924
-116
-6% -$55.7K 0.06% 182
2026
Q1 		$1M Buy
2,040
+196
+11% +$106K 0.09% 171
2025
Q4 		$1.07M Buy
1,844
+449
+32% +$254K 0.1% 143
2025
Q3 		$677K Buy
1,395
+602
+76% +$280K 0.07% 209
2025
Q2 		$322K Sell
793
-1,309
-62% -$547K 0.04% 281
2025
Q1 		$1.05M Buy
2,102
+999
+91% +$541K 0.14% 103
2024
Q4 		$574K Sell
1,103
-953
-46% -$524K 0.12% 169
2024
Q3 		$1.27M Buy
2,056
+464
+29% +$275K 0.28% 68
2024
Q2 		$880K Buy
1,592
+320
+25% +$183K 0.23% 93
2024
Q1 		$739K Buy
1,272
+836
+192% +$469K 0.22% 97
2023
Q4 		$231K Sell
436
-312
-42% -$151K 0.08% 217
2023
Q3 		$379K Buy
748
+38
+5% +$20.2K 0.16% 122
2023
Q2 		$370K Sell
710
-537
-43% -$290K 0.15% 129
2023
Q1 		$719K Buy
1,247
+192
+18% +$108K 0.32% 61
2022
Q4 		$581K Sell
1,055
-206
-16% -$109K 0.29% 76
2022
Q3 		$640K Buy
1,261
+166
+15% +$92.9K 0.35% 54
2022
Q2 		$595K Buy
1,095
+224
+26% +$123K 0.36% 59
2022
Q1 		$515K Buy
871
+218
+33% +$125K 0.3% 73
2021
Q4 		$436K Buy
+653
New +$408K 0.26% 72

Other funds holding TMO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Everhart Financial Group reduced its Thermo Fisher Scientific (TMO) stake by 5.7% in Q2 2026, selling an estimated $55.7K and leaving 1,924 shares worth $965K. The position accounts for 0.06% of the portfolio, ranked #182.

Everhart Financial Group first reported a position in TMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q3 2024. 500 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Everhart Financial Group held 1,924 shares of Thermo Fisher Scientific worth $965K as of Q2 2026.
  • Everhart Financial Group sold 116 Thermo Fisher Scientific shares in Q2 2026, an estimated $55.7K.
  • Thermo Fisher Scientific made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #182 holding.
  • Everhart Financial Group first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 19 quarters since.
  • Everhart Financial Group's Thermo Fisher Scientific position peaked at $1.27M in Q3 2024.
  • 500 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.