Integrated Wealth Concepts’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.27M | Buy |
8,524
+2,361
| +38% | +$1.13M | 0.03% | 545 |
|
|
2026
Q1 | $3.03M | Buy |
6,163
+2,259
| +58% | +$1.23M | 0.02% | 598 |
|
|
2025
Q4 | $2.26M | Sell |
3,904
-1,987
| -34% | -$1.12M | 0.03% | 506 |
|
|
2025
Q3 | $2.86M | Sell |
5,891
-124
| -2% | -$57.7K | 0.03% | 550 |
|
|
2025
Q2 | $2.44M | Sell |
6,015
-451
| -7% | -$189K | 0.02% | 555 |
|
|
2025
Q1 | $3.22M | Buy |
6,466
+137
| +2% | +$74.2K | 0.04% | 439 |
|
|
2024
Q4 | $3.29M | Buy |
6,329
+652
| +11% | +$358K | 0.04% | 401 |
|
|
2024
Q3 | $3.51M | Buy |
5,677
+912
| +19% | +$540K | 0.04% | 371 |
|
|
2024
Q2 | $2.63M | Sell |
4,765
-1,625
| -25% | -$931K | 0.04% | 427 |
|
|
2024
Q1 | $3.71M | Buy |
6,390
+1,048
| +20% | +$588K | 0.05% | 326 |
|
|
2023
Q4 | $2.84M | Sell |
5,342
-2
| -0% | -$968 | 0.05% | 362 |
|
|
2023
Q3 | $2.7M | Buy |
5,344
+109
| +2% | +$58.1K | 0.05% | 353 |
|
|
2023
Q2 | $2.73M | Buy |
5,235
+1,461
| +39% | +$788K | 0.05% | 353 |
|
|
2023
Q1 | $2.17M | Sell |
3,774
-2,855
| -43% | -$1.61M | 0.04% | 379 |
|
|
2022
Q4 | $3.65M | Buy |
6,629
+449
| +7% | +$238K | 0.1% | 198 |
|
|
2022
Q3 | $3.13M | Buy |
6,180
+641
| +12% | +$359K | 0.1% | 198 |
|
|
2022
Q2 | $3.01M | Buy |
5,539
+281
| +5% | +$155K | 0.09% | 202 |
|
|
2022
Q1 | $3.11M | Sell |
5,258
-307
| -6% | -$176K | 0.09% | 185 |
|
|
2021
Q4 | $3.71M | Buy |
5,565
+434
| +8% | +$271K | 0.11% | 162 |
|
|
2021
Q3 | $2.93M | Buy |
5,131
+356
| +7% | +$195K | 0.1% | 186 |
|
|
2021
Q2 | $2.41M | Buy |
4,775
+480
| +11% | +$226K | 0.09% | 195 |
|
|
2021
Q1 | $1.96M | Buy |
4,295
+2,857
| +199% | +$1.36M | 0.08% | 193 |
|
|
2020
Q4 | $670K | Buy |
1,438
+18
| +1% | +$8.44K | 0.03% | 346 |
|
|
2020
Q3 | $627K | Buy |
1,420
+45
| +3% | +$18.6K | 0.04% | 296 |
|
|
2020
Q2 | $498K | Sell |
1,375
-90
| -6% | -$30.2K | 0.04% | 283 |
|
|
2020
Q1 | $415K | Buy |
1,465
+12
| +0.8% | +$3.78K | 0.04% | 254 |
|
|
2019
Q4 | $472K | Buy |
1,453
+121
| +9% | +$36.7K | 0.04% | 284 |
|
|
2019
Q3 | $388K | Buy |
1,332
+64
| +5% | +$18.3K | 0.04% | 248 |
|
|
2019
Q2 | $373K | Buy |
1,268
+302
| +31% | +$83.2K | 0.05% | 236 |
|
|
2019
Q1 | $264K | Buy |
+966
| New | +$240K | 0.04% | 266 |
|
|
2018
Q4 | – | Sell |
-1,086
| Closed | -$270K | – | 289 |
|
|
2018
Q3 | $270K | Buy |
+1,086
| New | +$250K | 0.08% | 196 |
|
Other funds holding TMO
Integrated Wealth Concepts's TMO Position: Q2 2026 in Review
Integrated Wealth Concepts increased its Thermo Fisher Scientific (TMO) stake by 38% in Q2 2026, buying an estimated $1.13M and bringing the position to 8,524 shares worth $4.27M. The position accounts for 0.03% of the portfolio, ranked #545.
Integrated Wealth Concepts first reported a position in TMO in Q3 2018 and has held it in 31 quarters since. 2,624 funds tracked by Wall St. Rank hold TMO as of Q2 2026.
- Integrated Wealth Concepts held 8,524 shares of Thermo Fisher Scientific worth $4.27M as of Q2 2026.
- Integrated Wealth Concepts bought 2,361 Thermo Fisher Scientific shares in Q2 2026, an estimated $1.13M.
- Thermo Fisher Scientific made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #545 holding.
- Integrated Wealth Concepts first reported a position in Thermo Fisher Scientific in Q3 2018 and has held it in 31 quarters since.
- 2,624 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.
Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.