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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
Q3 		$111K Buy
164
+4
+3% +$2.38K 0.02% 154
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

GoalVest Advisory's TMO Position: Q3 2026 in Review

GoalVest Advisory increased its Thermo Fisher Scientific (TMO) stake by 2.5% in Q3 2026, buying an estimated $2.38K and bringing the position to 164 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #154.

GoalVest Advisory first reported a position in TMO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.28M in Q1 2026. 134 funds tracked by Wall St. Rank hold TMO as of Q3 2026.

  • GoalVest Advisory held 164 shares of Thermo Fisher Scientific worth $111K as of Q3 2026.
  • GoalVest Advisory bought 4 Thermo Fisher Scientific shares in Q3 2026, an estimated $2.38K.
  • Thermo Fisher Scientific made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #154 holding.
  • GoalVest Advisory first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's Thermo Fisher Scientific position peaked at $1.28M in Q1 2026.
  • 134 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.