GoalVest Advisory’s Thermo Fisher Scientific TMO Stock Holding History

GoalVest 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 Q2	$80.2K	Sell	160 -2,440	-94%	-$1.17M	0.01%	173
2026 Q1	$1.28M	Buy	2,600 +2,297	+758%	+$1.25M	0.25%	67
2025 Q4	$176K	Buy	303 +58	+24%	+$32.8K	0.03%	153
2025 Q3	$119K	Sell	245 -154	-39%	-$71.7K	0.03%	159
2025 Q2	$162K	Buy	399 +74	+23%	+$30.9K	0.04%	142
2025 Q1	$162K	Buy	325 +149	+85%	+$80.7K	0.04%	129
2024 Q4	$91.6K	Buy	176 +6	+4%	+$3.3K	0.03%	150
2024 Q3	$105K	Hold	170	–	–	0.03%	139
2024 Q2	$94K	Sell	170 -84	-33%	-$48.1K	0.03%	134
2024 Q1	$148K	Sell	254 -15	-6%	-$8.42K	0.05%	127
2023 Q4	$143K	Buy	269 +151	+128%	+$73.1K	0.06%	79
2023 Q3	$59.7K	Buy	118 +29	+33%	+$15.5K	0.03%	132
2023 Q2	$46.4K	Sell	89 -273	-75%	-$147K	0.02%	143
2023 Q1	$209K	Sell	362 -47	-11%	-$26.5K	0.12%	66
2022 Q4	$225K	Sell	409 -15	-4%	-$7.95K	0.15%	69
2022 Q3	$215K	Sell	424 -975	-70%	-$546K	0.15%	72
2022 Q2	$763K	Buy	1,399 +22	+2%	+$12.1K	0.48%	69
2022 Q1	$813K	Buy	+1,377	New	+$791K	0.46%	64
2021 Q2	$692K	Sell	1,372 -267	-16%	-$126K	0.43%	63
2021 Q1	$748K	Buy	1,639 +533	+48%	+$254K	0.56%	60
2020 Q4	$515K	Buy	+1,106	New	+$519K	0.43%	67

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

GoalVest Advisory's TMO Position: Q2 2026 in Review

GoalVest Advisory reduced its Thermo Fisher Scientific (TMO) stake by 94% in Q2 2026, selling an estimated $1.17M and leaving 160 shares worth $80.2K. The position accounts for 0.01% of the portfolio, ranked #173.

GoalVest Advisory first reported a position in TMO in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.28M in Q1 2026. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

GoalVest Advisory held 160 shares of Thermo Fisher Scientific worth $80.2K as of Q2 2026.
GoalVest Advisory sold 2,440 Thermo Fisher Scientific shares in Q2 2026, an estimated $1.17M.
Thermo Fisher Scientific made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #173 holding.
GoalVest Advisory first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's Thermo Fisher Scientific position peaked at $1.28M in Q1 2026.
2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.