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Gladstone Institutional Advisory’s Thermo Fisher Scientific TMO Stock Holding History

Gladstone Institutional Advisory’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 		$2.67M Buy
5,434
+2,107
+63% +$1.14M 0.1% 214
2025
Q4 		$1.93M Sell
3,327
-742
-18% -$420K 0.07% 260
2025
Q3 		$1.97M Sell
4,069
-1,921
-32% -$894K 0.08% 250
2025
Q2 		$2.43M Buy
5,990
+431
+8% +$180K 0.1% 213
2025
Q1 		$2.77M Sell
5,559
-9
-0.2% -$4.87K 0.13% 175
2024
Q4 		$2.9M Sell
5,568
-318
-5% -$175K 0.13% 170
2024
Q3 		$3.64M Sell
5,886
-748
-11% -$443K 0.18% 142
2024
Q2 		$3.67M Buy
6,634
+46
+0.7% +$26.4K 0.19% 143
2024
Q1 		$3.83M Sell
6,588
-1,577
-19% -$885K 0.21% 131
2023
Q4 		$4.33M Buy
8,165
+535
+7% +$259K 0.24% 110
2023
Q3 		$3.86M Buy
7,630
+1,827
+31% +$974K 0.25% 103
2023
Q2 		$3.03M Sell
5,803
-746
-11% -$403K 0.18% 142
2023
Q1 		$3.77M Sell
6,549
-494
-7% -$278K 0.24% 123
2022
Q4 		$3.88M Buy
7,043
+1,171
+20% +$620K 0.27% 105
2022
Q3 		$2.98M Buy
5,872
+3,189
+119% +$1.78M 0.23% 106
2022
Q2 		$1.46M Sell
2,683
-1,284
-32% -$707K 0.12% 204
2022
Q1 		$2.34M Sell
3,967
-4,884
-55% -$2.81M 0.16% 166
2021
Q4 		$5.91M Buy
8,851
+3,084
+53% +$1.93M 0.46% 57
2021
Q3 		$3.29M Buy
5,767
+3,909
+210% +$2.15M 0.32% 82
2021
Q2 		$937K Buy
1,858
+955
+106% +$451K 0.11% 200
2021
Q1 		$412K Buy
903
+272
+43% +$130K 0.06% 263
2020
Q4 		$294K Buy
+631
New +$296K 0.06% 230

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

Gladstone Institutional Advisory's TMO Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Thermo Fisher Scientific (TMO) stake by 63% in Q1 2026, buying an estimated $1.14M and bringing the position to 5,434 shares worth $2.67M. The position accounts for 0.1% of the portfolio, ranked #214.

Gladstone Institutional Advisory first reported a position in TMO in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.91M in Q4 2021. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Gladstone Institutional Advisory held 5,434 shares of Thermo Fisher Scientific worth $2.67M as of Q1 2026.
  • Gladstone Institutional Advisory bought 2,107 Thermo Fisher Scientific shares in Q1 2026, an estimated $1.14M.
  • Thermo Fisher Scientific made up 0.1% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #214 holding.
  • Gladstone Institutional Advisory first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 22 quarters since.
  • Gladstone Institutional Advisory's Thermo Fisher Scientific position peaked at $5.91M in Q4 2021.
  • 2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.