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Independent Financial Group’s Thermo Fisher Scientific TMO Stock Holding History

Independent Financial Group’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 		$2.79M Buy
5,571
+498
+10% +$239K 0.05% 360
2026
Q1 		$2.49M Buy
5,073
+1,606
+46% +$872K 0.06% 346
2025
Q4 		$2.01M Buy
3,467
+83
+2% +$46.9K 0.04% 391
2025
Q3 		$1.64M Buy
3,384
+122
+4% +$56.8K 0.04% 449
2025
Q2 		$1.32M Sell
3,262
-45
-1% -$18.8K 0.04% 460
2025
Q1 		$1.65M Buy
3,307
+492
+17% +$266K 0.06% 335
2024
Q4 		$1.46M Buy
2,815
+17
+0.6% +$9.35K 0.05% 373
2024
Q3 		$1.73M Buy
2,798
+90
+3% +$53.3K 0.06% 298
2024
Q2 		$1.5M Buy
2,708
+256
+10% +$147K 0.06% 295
2024
Q1 		$1.43M Buy
2,452
+59
+2% +$33.1K 0.07% 294
2023
Q4 		$1.27M Buy
2,393
+394
+20% +$191K 0.07% 301
2023
Q3 		$1.01M Buy
1,999
+631
+46% +$336K 0.07% 313
2023
Q2 		$714K Buy
1,368
+68
+5% +$36.7K 0.05% 390
2023
Q1 		$749K Buy
1,300
+143
+12% +$80.6K 0.06% 355
2022
Q4 		$638K Buy
1,157
+107
+10% +$56.7K 0.05% 359
2022
Q3 		$533K Sell
1,050
-17
-2% -$9.51K 0.05% 381
2022
Q2 		$580K Buy
1,067
+411
+63% +$226K 0.06% 341
2022
Q1 		$388K Buy
656
+2
+0.3% +$1.15K 0.03% 511
2021
Q4 		$437K Buy
654
+142
+28% +$88.7K 0.04% 459
2021
Q3 		$293K Hold
512
– – 0.03% 533
2021
Q2 		$258K Sell
512
-325
-39% -$153K 0.03% 580
2021
Q1 		$382K Buy
837
+51
+6% +$24.3K 0.05% 390
2020
Q4 		$366K Buy
786
+205
+35% +$96.1K 0.05% 374
2020
Q3 		$257K Buy
+581
New +$240K 0.05% 381

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

Independent Financial Group's TMO Position: Q2 2026 in Review

Independent Financial Group increased its Thermo Fisher Scientific (TMO) stake by 9.8% in Q2 2026, buying an estimated $239K and bringing the position to 5,571 shares worth $2.79M. The position accounts for 0.05% of the portfolio, ranked #360.

Independent Financial Group first reported a position in TMO in Q3 2020 and has held it in 24 quarters since. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Independent Financial Group held 5,571 shares of Thermo Fisher Scientific worth $2.79M as of Q2 2026.
  • Independent Financial Group bought 498 Thermo Fisher Scientific shares in Q2 2026, an estimated $239K.
  • Thermo Fisher Scientific made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #360 holding.
  • Independent Financial Group first reported a position in Thermo Fisher Scientific in Q3 2020 and has held it in 24 quarters since.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.