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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
Q2 		$341K Buy
+681
New +$327K 0.09% 211
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s TMO Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Thermo Fisher Scientific (TMO) in Q2 2026: 681 shares worth $341K. The stake represents 0.09% of the portfolio and ranks #211 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in TMO as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in TMO in Q2 2024 and has held it in 8 quarters since. The position peaked at $395K in Q4 2025. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 681 shares of Thermo Fisher Scientific worth $341K as of Q2 2026.
  • Thermo Fisher Scientific was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Thermo Fisher Scientific made up 0.09% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #211 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Thermo Fisher Scientific in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Thermo Fisher Scientific position peaked at $395K in Q4 2025.
  • 2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.