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Hudson Value Partners’s Thermo Fisher Scientific TMO Stock Holding History

Hudson Value 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 		$8.35M Buy
16,653
+3,317
+25% +$1.59M 2.1% 14
2026
Q1 		$6.55M Buy
13,336
+2,713
+26% +$1.47M 1.96% 20
2025
Q4 		$6.19M Buy
10,623
+9
+0.1% +$5.09K 1.84% 18
2025
Q3 		$5.15M Buy
10,614
+1,356
+15% +$631K 1.59% 23
2025
Q2 		$3.75M Buy
+9,258
New +$3.87M 1.3% 31

Other funds holding TMO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Hudson Value Partners's TMO Position: Q2 2026 in Review

Hudson Value Partners increased its Thermo Fisher Scientific (TMO) stake by 25% in Q2 2026, buying an estimated $1.59M and bringing the position to 16,653 shares worth $8.35M. The position accounts for 2.1% of the portfolio, ranked #14.

Hudson Value Partners first reported a position in TMO in Q2 2025 and has held it in 5 quarters since. 794 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Hudson Value Partners held 16,653 shares of Thermo Fisher Scientific worth $8.35M as of Q2 2026.
  • Hudson Value Partners bought 3,317 Thermo Fisher Scientific shares in Q2 2026, an estimated $1.59M.
  • Thermo Fisher Scientific made up 2.1% of Hudson Value Partners's portfolio in Q2 2026, its #14 holding.
  • Hudson Value Partners first reported a position in Thermo Fisher Scientific in Q2 2025 and has held it in 5 quarters since.
  • 794 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.