Intergy Private Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Intergy Private Wealth’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	-354	Closed	-$205K	–	126
2025 Q4	$205K	Buy	+354	New	+$200K	0.06%	110
2025 Q2	–	Sell	-419	Closed	-$208K	–	104
2025 Q1	$208K	Buy	419 +23	+6%	+$12.5K	0.08%	92
2024 Q4	$206K	Buy	396 +10	+3%	+$5.5K	0.08%	89
2024 Q3	$239K	Buy	386 +15	+4%	+$8.88K	0.09%	79
2024 Q2	$205K	Buy	371 +21	+6%	+$12K	0.08%	78
2024 Q1	$203K	Buy	+350	New	+$196K	0.08%	78

Other funds holding TMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Intergy Private Wealth's TMO Position: Q1 2026 in Review

Intergy Private Wealth sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 354 shares — an estimated $205K sold.

Intergy Private Wealth first reported a position in TMO in Q1 2024 and held it in 6 quarters. The position peaked at $239K in Q3 2024. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Intergy Private Wealth reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
Intergy Private Wealth sold 354 Thermo Fisher Scientific shares in Q1 2026, an estimated $205K.
Intergy Private Wealth first reported a position in Thermo Fisher Scientific in Q1 2024 and held it in 6 quarters.
Intergy Private Wealth's Thermo Fisher Scientific position peaked at $239K in Q3 2024.
2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Intergy Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.