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Excelsior Advisor Network’s Thermo Fisher Scientific TMO Stock Holding History

Excelsior Advisor Network’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 		$708K Buy
1,413
+556
+65% +$267K 0.09% 211
2026
Q1 		$421K Buy
857
+59
+7% +$32K 0.16% 123
2025
Q4 		$462K Buy
+798
New +$451K 0.22% 92

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

Excelsior Advisor Network's TMO Position: Q2 2026 in Review

Excelsior Advisor Network increased its Thermo Fisher Scientific (TMO) stake by 65% in Q2 2026, buying an estimated $267K and bringing the position to 1,413 shares worth $708K. The position accounts for 0.09% of the portfolio, ranked #211.

Excelsior Advisor Network first reported a position in TMO in Q4 2025 and has held it in 3 quarters since. 2,615 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Excelsior Advisor Network held 1,413 shares of Thermo Fisher Scientific worth $708K as of Q2 2026.
  • Excelsior Advisor Network bought 556 Thermo Fisher Scientific shares in Q2 2026, an estimated $267K.
  • Thermo Fisher Scientific made up 0.09% of Excelsior Advisor Network's portfolio in Q2 2026, its #211 holding.
  • Excelsior Advisor Network first reported a position in Thermo Fisher Scientific in Q4 2025 and has held it in 3 quarters since.
  • 2,615 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.