HWA
TMO icon

Heartwood Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-17
Closed -$8.24K – 553
2025
Q3 		$8.24K Buy
+17
New +$7.91K ﹤0.01% 393

Other funds holding TMO

JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heartwood Wealth Advisors's TMO Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2025, closing a stake of 17 shares — an estimated $8.24K sold.

Heartwood Wealth Advisors first reported a position in TMO in Q3 2025 and held it in 1 quarter. The position peaked at $8.24K in Q3 2025. 2,701 funds tracked by Wall St. Rank hold TMO as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 17 Thermo Fisher Scientific shares in Q4 2025, an estimated $8.24K.
  • Heartwood Wealth Advisors first reported a position in Thermo Fisher Scientific in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Thermo Fisher Scientific position peaked at $8.24K in Q3 2025.
  • 2,701 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.