Holt Capital Partners’s Thermo Fisher Scientific TMO Stock Holding History

Holt Capital 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 Q2	$1.6M	Buy	3,190 +175	+6%	+$84K	0.19%	73
2026 Q1	$1.48M	Buy	3,015 +20	+0.7%	+$10.9K	0.2%	73
2025 Q4	$1.74M	Buy	2,995 +35	+1%	+$19.8K	0.23%	68
2025 Q3	$1.44M	Buy	2,960 +20	+0.7%	+$9.31K	0.23%	66
2025 Q2	$1.19M	Hold	2,940	–	–	0.21%	75
2025 Q1	$1.46M	Buy	2,940 +10	+0.3%	+$5.42K	0.22%	70
2024 Q4	$1.52M	Buy	2,930 +42	+1%	+$23.1K	0.23%	69
2024 Q3	$1.79M	Buy	2,888 +3	+0.1%	+$1.78K	0.27%	60
2024 Q2	$1.6M	Sell	2,885 -13	-0.4%	-$7.45K	0.34%	52
2024 Q1	$1.68M	Buy	2,898 +13	+0.5%	+$7.29K	0.28%	59
2023 Q4	$1.53M	Hold	2,885	–	–	0.27%	58
2023 Q3	$1.46M	Hold	2,885	–	–	0.29%	58
2023 Q2	$1.51M	Buy	2,885 +35	+1%	+$18.9K	0.29%	57
2023 Q1	$1.64M	Hold	2,850	–	–	0.33%	51
2022 Q4	$1.57M	Hold	2,850	–	–	0.32%	53
2022 Q3	$1.45M	Hold	2,850	–	–	0.43%	44
2022 Q2	$1.55M	Sell	2,850 -150	-5%	-$82.6K	0.32%	51
2022 Q1	$1.77M	Hold	3,000	–	–	0.32%	56
2021 Q4	$2M	Hold	3,000	–	–	0.35%	52
2021 Q3	$1.71M	Hold	3,000	–	–	0.33%	58
2021 Q2	$1.51M	Hold	3,000	–	–	0.29%	63
2021 Q1	$1.37M	Hold	3,000	–	–	0.28%	62
2020 Q4	$1.4M	Hold	3,000	–	–	0.32%	58
2020 Q3	$1.32M	Hold	3,000	–	–	0.35%	55
2020 Q2	$1.09M	Hold	3,000	–	–	0.3%	59
2020 Q1	$851K	Hold	3,000	–	–	0.28%	58
2019 Q4	$975K	Hold	3,000	–	–	0.24%	64
2019 Q3	$874K	Hold	3,000	–	–	0.24%	70
2019 Q2	$881K	Sell	3,000 -100	-3%	-$27.5K	0.25%	72
2019 Q1	$849K	Hold	3,100	–	–	0.25%	74
2018 Q4	$694K	Buy	3,100 +130	+4%	+$30.5K	0.22%	77
2018 Q3	$725K	Sell	2,970 -130	-4%	-$29.9K	0.2%	84
2018 Q2	$642K	Hold	3,100	–	–	0.19%	88
2018 Q1	$640K	Buy	3,100 +100	+3%	+$21K	0.2%	85
2017 Q4	$570K	Hold	3,000	–	–	0.18%	90
2017 Q3	$568K	Hold	3,000	–	–	0.19%	86
2017 Q2	$523K	Hold	3,000	–	–	0.18%	90
2017 Q1	$461K	Hold	3,000	–	–	0.16%	95
2016 Q4	$423K	Hold	3,000	–	–	0.16%	96
2016 Q3	$477K	Buy	3,000 +700	+30%	+$108K	0.19%	90
2016 Q2	$340K	Hold	2,300	–	–	0.14%	104
2016 Q1	$326K	Buy	+2,300	New	+$308K	0.14%	99

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Holt Capital Partners's TMO Position: Q2 2026 in Review

Holt Capital Partners increased its Thermo Fisher Scientific (TMO) stake by 5.8% in Q2 2026, buying an estimated $84K and bringing the position to 3,190 shares worth $1.6M. The position accounts for 0.19% of the portfolio, ranked #73.

Holt Capital Partners first reported a position in TMO in Q1 2016 and has held it in 42 quarters since. The position peaked at $2M in Q4 2021. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Holt Capital Partners held 3,190 shares of Thermo Fisher Scientific worth $1.6M as of Q2 2026.
Holt Capital Partners bought 175 Thermo Fisher Scientific shares in Q2 2026, an estimated $84K.
Thermo Fisher Scientific made up 0.19% of Holt Capital Partners's portfolio in Q2 2026, its #73 holding.
Holt Capital Partners first reported a position in Thermo Fisher Scientific in Q1 2016 and has held it in 42 quarters since.
Holt Capital Partners's Thermo Fisher Scientific position peaked at $2M in Q4 2021.
2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Holt Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.