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Exencial Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Exencial 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
Q1 		$17.4M Sell
35,361
-1,759
-5% -$955K 0.54% 50
2025
Q4 		$21.5M Sell
37,120
-558
-1% -$316K 0.68% 34
2025
Q3 		$18.3M Buy
37,678
+7,994
+27% +$3.72M 0.6% 44
2025
Q2 		$12M Sell
29,684
-836
-3% -$350K 0.42% 73
2025
Q1 		$15.2M Buy
30,520
+11,723
+62% +$6.35M 0.56% 51
2024
Q4 		$9.78M Buy
18,797
+17,938
+2,088% +$9.86M 0.36% 83
2024
Q3 		$531K Buy
859
+7
+0.8% +$4.14K 0.02% 349
2024
Q2 		$471K Buy
852
+9
+1% +$5.16K 0.02% 366
2024
Q1 		$490K Sell
843
-122
-13% -$68.5K 0.02% 353
2023
Q4 		$512K Buy
965
+231
+31% +$112K 0.02% 338
2023
Q3 		$371K Sell
734
-218
-23% -$116K 0.02% 332
2023
Q2 		$496K Sell
952
-54
-5% -$29.1K 0.02% 301
2023
Q1 		$580K Sell
1,006
-41
-4% -$23.1K 0.03% 261
2022
Q4 		$576K Sell
1,047
-10,775
-91% -$5.71M 0.03% 267
2022
Q3 		$6M Sell
11,822
-783
-6% -$438K 0.36% 86
2022
Q2 		$6.85M Sell
12,605
-912
-7% -$502K 0.39% 86
2022
Q1 		$7.98M Sell
13,517
-102
-0.7% -$58.6K 0.4% 82
2021
Q4 		$9.09M Sell
13,619
-3,646
-21% -$2.28M 0.44% 71
2021
Q3 		$9.86M Buy
17,265
+4,895
+40% +$2.69M 0.43% 58
2021
Q2 		$6.24M Buy
12,370
+11,478
+1,287% +$5.42M 0.34% 104
2021
Q1 		$407K Buy
892
+79
+10% +$37.7K 0.02% 305
2020
Q4 		$379K Sell
813
-392
-33% -$184K 0.03% 276
2020
Q3 		$532K Hold
1,205
– – 0.03% 251
2020
Q2 		$437K Sell
1,205
-500
-29% -$168K 0.04% 231
2020
Q1 		$484K Hold
1,705
– – 0.09% 154
2019
Q4 		$554K Sell
1,705
-2
-0.1% -$606 0.1% 165
2019
Q3 		$497K Sell
1,707
-212
-11% -$60.7K 0.11% 151
2019
Q2 		$564K Hold
1,919
– – 0.13% 131
2019
Q1 		$525K Hold
1,919
– – 0.12% 138
2018
Q4 		$429K Buy
+1,919
New +$450K 0.12% 136
2017
Q3 		– Sell
-1,263
Closed -$220K – 178
2017
Q2 		$220K Buy
+1,263
New +$212K 0.09% 142

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Exencial Wealth Advisors's TMO Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 4.7% in Q1 2026, selling an estimated $955K and leaving 35,361 shares worth $17.4M. The position accounts for 0.54% of the portfolio, ranked #50.

Exencial Wealth Advisors first reported a position in TMO in Q2 2017 and has held it in 31 quarters since. The position peaked at $21.5M in Q4 2025. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Exencial Wealth Advisors held 35,361 shares of Thermo Fisher Scientific worth $17.4M as of Q1 2026.
  • Exencial Wealth Advisors sold 1,759 Thermo Fisher Scientific shares in Q1 2026, an estimated $955K.
  • Thermo Fisher Scientific made up 0.54% of Exencial Wealth Advisors's portfolio in Q1 2026, its #50 holding.
  • Exencial Wealth Advisors first reported a position in Thermo Fisher Scientific in Q2 2017 and has held it in 31 quarters since.
  • Exencial Wealth Advisors's Thermo Fisher Scientific position peaked at $21.5M in Q4 2025.
  • 2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.