Heritage Financial Services’s Thermo Fisher Scientific TMO Stock Holding History

Heritage Financial Services’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	$210K	Buy	+362	New	+$205K	0.02%	123
2025 Q2	–	Sell	-512	Closed	-$255K	–	131
2025 Q1	$255K	Buy	512 +100	+24%	+$54.2K	0.03%	102
2024 Q4	$214K	Hold	412	–	–	0.03%	109
2024 Q3	$255K	Hold	412	–	–	0.03%	91
2024 Q2	$228K	Sell	412 -11	-3%	-$6.3K	0.03%	90
2024 Q1	$246K	Buy	423 +13	+3%	+$7.29K	0.04%	87
2023 Q4	$218K	Hold	410	–	–	0.04%	92
2023 Q3	$208K	Hold	410	–	–	0.04%	74
2023 Q2	$214K	Hold	410	–	–	0.04%	78
2023 Q1	$236K	Hold	410	–	–	0.05%	70
2022 Q4	$226K	Buy	+410	New	+$217K	0.06%	72
2022 Q3	–	Sell	-364	Closed	-$197K	–	432
2022 Q2	$197K	Buy	364 +1	+0.3%	+$550	0.11%	68
2022 Q1	$214K	Hold	363	–	–	0.14%	77
2021 Q4	$242K	Buy	+363	New	+$227K	0.19%	68

Other funds holding TMO

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Financial Services's TMO Position: Q4 2025 in Review

Heritage Financial Services opened a new position in Thermo Fisher Scientific (TMO) in Q4 2025: 362 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #123 among its holdings. This is a return to the name: Heritage Financial Services previously reported a position in TMO as recently as Q1 2025.

Heritage Financial Services first reported a position in TMO in Q4 2021 and has held it in 14 quarters since. The position peaked at $255K in Q3 2024. 2,700 funds tracked by Wall St. Rank hold TMO as of Q4 2025.

Heritage Financial Services held 362 shares of Thermo Fisher Scientific worth $210K as of Q4 2025.
Thermo Fisher Scientific was a new Heritage Financial Services position in Q4 2025.
Thermo Fisher Scientific made up 0.02% of Heritage Financial Services's portfolio in Q4 2025, its #123 holding.
Heritage Financial Services first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 14 quarters since.
Heritage Financial Services's Thermo Fisher Scientific position peaked at $255K in Q3 2024.
2,700 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.