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GKV Capital Management’s Thermo Fisher Scientific TMO Stock Holding History

GKV Capital 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
2026
Q2 		$2.21M Sell
4,415
-40
-0.9% -$19.2K 0.71% 43
2026
Q1 		$2.19M Sell
4,455
-616
-12% -$334K 0.82% 38
2025
Q4 		$2.94M Sell
5,071
-10
-0.2% -$5.66K 1.1% 25
2025
Q3 		$2.46M Sell
5,081
-250
-5% -$116K 0.97% 28
2025
Q2 		$2.16M Sell
5,331
-1,285
-19% -$537K 0.96% 26
2025
Q1 		$3.29M Sell
6,616
-400
-6% -$217K 1.64% 18
2024
Q4 		$3.65M Buy
+7,016
New +$3.86M 1.49% 21

Other funds holding TMO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GKV Capital Management's TMO Position: Q2 2026 in Review

GKV Capital Management reduced its Thermo Fisher Scientific (TMO) stake by 0.9% in Q2 2026, selling an estimated $19.2K and leaving 4,415 shares worth $2.21M. The position accounts for 0.71% of the portfolio, ranked #43.

GKV Capital Management first reported a position in TMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.65M in Q4 2024. 1,231 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • GKV Capital Management held 4,415 shares of Thermo Fisher Scientific worth $2.21M as of Q2 2026.
  • GKV Capital Management sold 40 Thermo Fisher Scientific shares in Q2 2026, an estimated $19.2K.
  • Thermo Fisher Scientific made up 0.71% of GKV Capital Management's portfolio in Q2 2026, its #43 holding.
  • GKV Capital Management first reported a position in Thermo Fisher Scientific in Q4 2024 and has held it in 7 quarters since.
  • GKV Capital Management's Thermo Fisher Scientific position peaked at $3.65M in Q4 2024.
  • 1,231 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.