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Heritage Oak Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Heritage Oak 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
Q1 		– Sell
-489
Closed -$254K – 88
2024
Q4 		$254K Buy
+489
New +$269K 0.12% 62
2024
Q3 		– Sell
-1,073
Closed -$593K – 213
2024
Q2 		$593K Buy
+1,073
New +$615K 0.3% 44

Other funds holding TMO

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heritage Oak Wealth Advisors's TMO Position: Q1 2025 in Review

Heritage Oak Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q1 2025, closing a stake of 489 shares — an estimated $254K sold.

Heritage Oak Wealth Advisors first reported a position in TMO in Q2 2024 and held it in 2 quarters. The position peaked at $593K in Q2 2024. 2,578 funds tracked by Wall St. Rank hold TMO as of Q1 2025.

  • Heritage Oak Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q1 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 489 Thermo Fisher Scientific shares in Q1 2025, an estimated $254K.
  • Heritage Oak Wealth Advisors first reported a position in Thermo Fisher Scientific in Q2 2024 and held it in 2 quarters.
  • Heritage Oak Wealth Advisors's Thermo Fisher Scientific position peaked at $593K in Q2 2024.
  • 2,578 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.