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Evernest Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Evernest Financial Advisors’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 		– Sell
-385
Closed -$211K – 188
2025
Q4 		$211K Sell
385
-109
-22% -$61.6K 0.04% 171
2025
Q3 		$240K Sell
494
-82
-14% -$38.2K 0.07% 167
2025
Q2 		$234K Buy
576
+84
+17% +$35.1K 0.08% 154
2025
Q1 		$245K Sell
492
-29
-6% -$15.7K 0.09% 140
2024
Q4 		$271K Buy
521
+20
+4% +$11K 0.07% 138
2024
Q3 		$310K Sell
501
-65
-11% -$38.5K 0.08% 131
2024
Q2 		$313K Buy
566
+1
+0.2% +$573 0.14% 101
2024
Q1 		$308K Buy
565
+83
+17% +$46.6K 0.15% 103
2023
Q4 		$256K Buy
+482
New +$233K 0.13% 114
2021
Q4 		$265K Buy
+482
New +$301K 0.14% 109

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evernest Financial Advisors's TMO Position: Q1 2026 in Review

Evernest Financial Advisors sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 385 shares — an estimated $211K sold.

Evernest Financial Advisors first reported a position in TMO in Q4 2021 and held it in 10 quarters. The position peaked at $313K in Q2 2024. 2,600 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Evernest Financial Advisors reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
  • Evernest Financial Advisors sold 385 Thermo Fisher Scientific shares in Q1 2026, an estimated $211K.
  • Evernest Financial Advisors first reported a position in Thermo Fisher Scientific in Q4 2021 and held it in 10 quarters.
  • Evernest Financial Advisors's Thermo Fisher Scientific position peaked at $313K in Q2 2024.
  • 2,600 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.