Heritage Wealth Management (Ohio)’s Thermo Fisher Scientific TMO Stock Holding History

Heritage Wealth Management (Ohio)’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 Q1	–	Sell	-681	Closed	-$395K	–	244
2025 Q4	$395K	Sell	681 -3	-0.4%	-$1.7K	0.11%	175
2025 Q3	$332K	Hold	684	–	–	0.1%	180
2025 Q2	$277K	Hold	684	–	–	0.09%	191
2025 Q1	$340K	Buy	684 +65	+11%	+$35.2K	0.12%	170
2024 Q4	$322K	Hold	619	–	–	0.11%	178
2024 Q3	$383K	Hold	619	–	–	0.13%	158
2024 Q2	$334K	Buy	+619	New	+$355K	0.11%	170

Other funds holding TMO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Heritage Wealth Management (Ohio)'s TMO Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 681 shares — an estimated $395K sold.

Heritage Wealth Management (Ohio) first reported a position in TMO in Q2 2024 and held it in 7 quarters. The position peaked at $395K in Q4 2025. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 681 Thermo Fisher Scientific shares in Q1 2026, an estimated $395K.
Heritage Wealth Management (Ohio) first reported a position in Thermo Fisher Scientific in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s Thermo Fisher Scientific position peaked at $395K in Q4 2025.
2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.