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

Evolve 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 		– Sell
-1,388
Closed -$682K – 1216
2026
Q1 		$682K Buy
1,388
+118
+9% +$64K 0.04% 448
2025
Q4 		$737K Buy
+1,270
New +$718K 0.04% 389

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

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

Evolve Private Wealth sold out of Thermo Fisher Scientific (TMO) in Q2 2026, closing a stake of 1,388 shares — an estimated $682K sold.

Evolve Private Wealth first reported a position in TMO in Q4 2025 and held it in 2 quarters. The position peaked at $737K in Q4 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Evolve Private Wealth reported no remaining Thermo Fisher Scientific position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 1,388 Thermo Fisher Scientific shares in Q2 2026, an estimated $682K.
  • Evolve Private Wealth first reported a position in Thermo Fisher Scientific in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Thermo Fisher Scientific position peaked at $737K in Q4 2025.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.