John Overdeck’s Thermo Fisher Scientific TMO Stock Holding History

John Overdeck’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	$852K	Buy	+1,700	New	+$816K	﹤0.01%	3729
2026 Q1	–	Sell	-1,300	Closed	-$753K	–	4928
2025 Q4	$753K	Buy	+1,300	New	+$735K	﹤0.01%	3097
2022 Q1	–	Sell	-11,300	Closed	-$7.54M	–	4263
2021 Q4	$7.54M	Sell	11,300 -2,000	-15%	-$1.25M	0.02%	953
2021 Q3	$7.6M	Buy	13,300 +9,400	+241%	+$5.16M	0.02%	918
2021 Q2	$1.97M	Buy	3,900 +2,800	+255%	+$1.32M	﹤0.01%	1877
2021 Q1	$502K	Sell	1,100 -3,900	-78%	-$1.86M	﹤0.01%	2930
2020 Q4	$2.33M	Buy	5,000 +4,200	+525%	+$1.97M	0.01%	1400
2020 Q3	$353K	Sell	800 -1,200	-60%	-$496K	﹤0.01%	2484
2020 Q2	$725K	Buy	2,000 +1,000	+100%	+$335K	﹤0.01%	1746
2020 Q1	$284K	Sell	1,000 -13,100	-93%	-$4.13M	﹤0.01%	2359
2019 Q4	$4.58M	Buy	14,100 +10,700	+315%	+$3.24M	0.01%	1014
2019 Q3	$990K	Sell	3,400 -4,900	-59%	-$1.4M	﹤0.01%	2005
2019 Q2	$2.44M	Buy	+8,300	New	+$2.29M	0.01%	1316
2019 Q1	–	Sell	-21,000	Closed	-$4.7M	–	3470
2018 Q4	$4.7M	Buy	+21,000	New	+$4.93M	0.02%	832
2018 Q3	–	Sell	-6,000	Closed	-$1.24M	–	3581
2018 Q2	$1.24M	Sell	6,000 -29,500	-83%	-$6.26M	﹤0.01%	1988
2018 Q1	$7.33M	Buy	35,500 +33,500	+1,675%	+$7.03M	0.02%	743
2017 Q4	$380K	Buy	+2,000	New	+$383K	﹤0.01%	2611
2017 Q1	–	Sell	-9,000	Closed	-$1.27M	–	3325
2016 Q4	$1.27M	Buy	9,000 +6,000	+200%	+$885K	﹤0.01%	1846
2016 Q3	$477K	Sell	3,000 -15,000	-83%	-$2.31M	﹤0.01%	2474
2016 Q2	$2.66M	Buy	+18,000	New	+$2.66M	0.01%	1090
2016 Q1	–	Sell	-12,000	Closed	-$1.7M	–	3126
2015 Q4	$1.7M	Buy	+12,000	New	+$1.6M	0.01%	1180

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

John Overdeck's TMO Position: Q2 2026 in Review

John Overdeck reduced its Thermo Fisher Scientific (TMO) stake by 91% in Q2 2026, selling an estimated $82M and leaving 17,014 shares worth $8.53M. The position accounts for 0.01% of the portfolio, ranked #1639.

John Overdeck first reported a position in TMO in Q2 2013 and has held it in 35 quarters since. The position peaked at $258M in Q2 2025. 2,606 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

John Overdeck held 17,014 shares of Thermo Fisher Scientific worth $8.53M as of Q2 2026.
John Overdeck sold 170,879 Thermo Fisher Scientific shares in Q2 2026, an estimated $82M.
Thermo Fisher Scientific made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1639 holding.
John Overdeck first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 35 quarters since.
John Overdeck's Thermo Fisher Scientific position peaked at $258M in Q2 2025.
2,606 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.