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 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 $5.7T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

Franklin Resources

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

Capital World Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

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