Invenio Wealth Partners’s Thermo Fisher Scientific TMO Stock Holding History

Invenio Wealth 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	$285K	Buy	568 +19	+3%	+$9.12K	0.1%	77
2026 Q1	$270K	Buy	549 +66	+14%	+$35.8K	0.11%	75
2025 Q4	$280K	Sell	483 -4	-0.8%	-$2.26K	0.1%	81
2025 Q3	$236K	Buy	+487	New	+$227K	0.09%	89
2025 Q2	–	Sell	-504	Closed	-$251K	–	104
2025 Q1	$251K	Buy	504 +92	+22%	+$49.8K	0.11%	78
2024 Q4	$214K	Hold	412	–	–	0.09%	94
2024 Q3	$255K	Sell	412 -61	-13%	-$36.1K	0.11%	88
2024 Q2	$262K	Sell	473 -30	-6%	-$17.2K	0.13%	81
2024 Q1	$292K	Sell	503 -33	-6%	-$18.5K	0.16%	72
2023 Q4	$285K	Sell	536 -49	-8%	-$23.7K	0.21%	71
2023 Q3	$296K	Buy	585 +23	+4%	+$12.3K	0.27%	63
2023 Q2	$293K	Buy	+562	New	+$303K	0.33%	56

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

Invenio Wealth Partners's TMO Position: Q2 2026 in Review

Invenio Wealth Partners increased its Thermo Fisher Scientific (TMO) stake by 3.5% in Q2 2026, buying an estimated $9.12K and bringing the position to 568 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #77.

Invenio Wealth Partners first reported a position in TMO in Q2 2023 and has held it in 12 quarters since. The position peaked at $296K in Q3 2023. 2,617 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Invenio Wealth Partners held 568 shares of Thermo Fisher Scientific worth $285K as of Q2 2026.
Invenio Wealth Partners bought 19 Thermo Fisher Scientific shares in Q2 2026, an estimated $9.12K.
Thermo Fisher Scientific made up 0.1% of Invenio Wealth Partners's portfolio in Q2 2026, its #77 holding.
Invenio Wealth Partners first reported a position in Thermo Fisher Scientific in Q2 2023 and has held it in 12 quarters since.
Invenio Wealth Partners's Thermo Fisher Scientific position peaked at $296K in Q3 2023.
2,617 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.