Fi3 Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Fi3 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 Q2	$255K	Buy	+1,340	New	+$643K	0.06%	193
2024 Q4	–	Sell	-343	Closed	-$212K	–	129
2024 Q3	$212K	Sell	343 -25	-7%	-$14.8K	0.08%	102
2024 Q2	$203K	Sell	368 -51	-12%	-$29.2K	0.09%	82
2024 Q1	$240K	Buy	+419	New	+$235K	0.11%	70
2023 Q4	–	Sell	-451	Closed	-$228K	–	79
2023 Q3	$228K	Buy	+451	New	+$240K	0.12%	61
2023 Q2	–	Sell	-357	Closed	-$206K	–	80
2023 Q1	$206K	Buy	+357	New	+$201K	0.11%	72

Other funds holding TMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fi3 Financial Advisors's TMO Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in Thermo Fisher Scientific (TMO) in Q2 2026: 1,340 shares worth $255K. The stake represents 0.06% of the portfolio and ranks #193 among its holdings. This is a return to the name: Fi3 Financial Advisors previously reported a position in TMO as recently as Q3 2024.

Fi3 Financial Advisors first reported a position in TMO in Q1 2023 and has held it in 6 quarters since. 2,623 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Fi3 Financial Advisors held 1,340 shares of Thermo Fisher Scientific worth $255K as of Q2 2026.
Thermo Fisher Scientific was a new Fi3 Financial Advisors position in Q2 2026.
Thermo Fisher Scientific made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #193 holding.
Fi3 Financial Advisors first reported a position in Thermo Fisher Scientific in Q1 2023 and has held it in 6 quarters since.
2,623 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.