Holistic Financial Partners’s Thermo Fisher Scientific TMO Stock Holding History

Holistic Financial Partners’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	-522	Closed	-$302K	–	151
2025 Q4	$302K	Sell	522 -27	-5%	-$15.3K	0.11%	94
2025 Q3	$266K	Buy	+549	New	+$256K	0.11%	110
2023 Q2	–	Sell	-358	Closed	-$206K	–	112
2023 Q1	$206K	Buy	+358	New	+$202K	0.16%	96
2022 Q2	–	Sell	-382	Closed	-$226K	–	117
2022 Q1	$226K	Sell	382 -94	-20%	-$54K	0.14%	93
2021 Q4	$318K	Buy	476 +37	+8%	+$23.1K	0.18%	82
2021 Q3	$251K	Buy	+439	New	+$241K	0.15%	90
2018 Q2	–	Sell	-185	Closed	-$38K	–	329
2018 Q1	$38K	Buy	185 +5	+3%	+$1.05K	0.03%	225
2017 Q4	$34K	Buy	+180	New	+$34.5K	0.03%	242

Other funds holding TMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Holistic Financial Partners's TMO Position: Q1 2026 in Review

Holistic Financial Partners sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 522 shares — an estimated $302K sold.

Holistic Financial Partners first reported a position in TMO in Q4 2017 and held it in 8 quarters. The position peaked at $318K in Q4 2021. 2,600 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Holistic Financial Partners reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
Holistic Financial Partners sold 522 Thermo Fisher Scientific shares in Q1 2026, an estimated $302K.
Holistic Financial Partners first reported a position in Thermo Fisher Scientific in Q4 2017 and held it in 8 quarters.
Holistic Financial Partners's Thermo Fisher Scientific position peaked at $318K in Q4 2021.
2,600 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.