EWA
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EverSource Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

EverSource Wealth 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
Q2 		$860K Sell
1,715
-969
-36% -$465K 0.03% 387
2026
Q1 		$1.32M Buy
2,684
+935
+53% +$507K 0.04% 315
2025
Q4 		$1.01M Sell
1,749
-125
-7% -$70.7K 0.04% 341
2025
Q3 		$909K Buy
1,874
+125
+7% +$58.2K 0.04% 334
2025
Q2 		$709K Buy
1,749
+163
+10% +$68.2K 0.03% 359
2025
Q1 		$789K Buy
1,586
+133
+9% +$72K 0.04% 291
2024
Q4 		$756K Sell
1,453
-100
-6% -$55K 0.04% 291
2024
Q3 		$961K Buy
1,553
+1
+0.1% +$592 0.06% 224
2024
Q2 		$952K Buy
1,552
+175
+13% +$100K 0.06% 220
2024
Q1 		$784K Buy
1,377
+65
+5% +$36.5K 0.06% 213
2023
Q4 		$697K Sell
1,312
-61
-4% -$29.5K 0.06% 207
2023
Q3 		$695K Sell
1,373
-104
-7% -$55.4K 0.07% 190
2023
Q2 		$771K Buy
1,477
+7
+0.5% +$3.78K 0.09% 188
2023
Q1 		$847K Sell
1,470
-120
-8% -$67.6K 0.11% 155
2022
Q4 		$876K Sell
1,590
-1,054
-40% -$559K 0.13% 128
2022
Q3 		$1.34M Buy
2,644
+1,943
+277% +$1.09M 0.31% 63
2022
Q2 		$380K Buy
701
+241
+52% +$133K 0.1% 183
2022
Q1 		$272K Buy
460
+71
+18% +$40.8K 0.07% 217
2021
Q4 		$259K Buy
+389
New +$243K 0.07% 187

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

EverSource Wealth Advisors's TMO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 36% in Q2 2026, selling an estimated $465K and leaving 1,715 shares worth $860K. The position accounts for 0.03% of the portfolio, ranked #387.

EverSource Wealth Advisors first reported a position in TMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.34M in Q3 2022. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • EverSource Wealth Advisors held 1,715 shares of Thermo Fisher Scientific worth $860K as of Q2 2026.
  • EverSource Wealth Advisors sold 969 Thermo Fisher Scientific shares in Q2 2026, an estimated $465K.
  • Thermo Fisher Scientific made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #387 holding.
  • EverSource Wealth Advisors first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Thermo Fisher Scientific position peaked at $1.34M in Q3 2022.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.