Forza Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Forza Wealth Management’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
2025 Q2	–	Sell	-407	Closed	-$203K	–	192
2025 Q1	$203K	Hold	407	–	–	0.09%	172
2024 Q4	$212K	Hold	407	–	–	0.1%	177
2024 Q3	$252K	Buy	+407	New	+$241K	0.12%	163
2024 Q2	–	Sell	-400	Closed	-$232K	–	177
2024 Q1	$232K	Hold	400	–	–	0.12%	159
2023 Q4	$212K	Sell	400 -2,059	-84%	-$997K	0.12%	160
2023 Q3	$1.24M	Hold	2,459	–	–	0.64%	49
2023 Q2	$1.28M	Sell	2,459 -21	-0.8%	-$11.3K	0.65%	49
2023 Q1	$1.43M	Buy	+2,480	New	+$1.4M	0.74%	38

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Forza Wealth Management's TMO Position: Q2 2025 in Review

Forza Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q2 2025, closing a stake of 407 shares — an estimated $203K sold.

Forza Wealth Management first reported a position in TMO in Q1 2023 and held it in 8 quarters. The position peaked at $1.43M in Q1 2023. 2,453 funds tracked by Wall St. Rank hold TMO as of Q2 2025.

Forza Wealth Management reported no remaining Thermo Fisher Scientific position as of Q2 2025 after selling out during the quarter.
Forza Wealth Management sold 407 Thermo Fisher Scientific shares in Q2 2025, an estimated $203K.
Forza Wealth Management first reported a position in Thermo Fisher Scientific in Q1 2023 and held it in 8 quarters.
Forza Wealth Management's Thermo Fisher Scientific position peaked at $1.43M in Q1 2023.
2,453 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2025.

Based on Forza Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.