Kaizen Financial Strategies’s Thermo Fisher Scientific TMO Stock Holding History

Kaizen Financial Strategies’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
2025 Q2	–	Sell	-607	Closed	-$302K	–	156
2025 Q1	$302K	Buy	607 +4	+0.7%	+$2.17K	0.17%	102
2024 Q4	$314K	Sell	603 -205	-25%	-$113K	0.18%	98
2024 Q3	$500K	Buy	808 +2	+0.2%	+$1.18K	0.29%	57
2024 Q2	$496K	Sell	806 -64	-7%	-$36.7K	0.31%	52
2024 Q1	$506K	Hold	870	–	–	0.34%	53
2023 Q4	$462K	Sell	870 -199	-19%	-$96.3K	0.35%	53
2023 Q3	$541K	Hold	1,069	–	–	0.46%	38
2023 Q2	$562K	Buy	1,069 +3	+0.3%	+$1.62K	0.48%	38
2023 Q1	$615K	Sell	1,066 -202	-16%	-$114K	0.61%	36
2022 Q4	$740K	Buy	1,268 +250	+25%	+$132K	0.73%	37
2022 Q3	$516K	Buy	1,018 +200	+24%	+$112K	0.52%	48
2022 Q2	$444K	Buy	818 +128	+19%	+$70.5K	0.44%	60
2022 Q1	$407K	Buy	690 +39	+6%	+$22.4K	0.32%	73
2021 Q4	$435K	Hold	651	–	–	0.33%	82
2021 Q3	$372K	Buy	+651	New	+$357K	0.3%	86
2021 Q1	$297K	Buy	651 +1	+0.2%	+$477	0.28%	105
2020 Q4	$303K	Buy	+650	New	+$305K	0.34%	90

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kaizen Financial Strategies's TMO Position: Q2 2025 in Review

Kaizen Financial Strategies sold out of Thermo Fisher Scientific (TMO) in Q2 2025, closing a stake of 607 shares — an estimated $302K sold.

Kaizen Financial Strategies first reported a position in TMO in Q4 2020 and held it in 17 quarters. The position peaked at $740K in Q4 2022. 2,458 funds tracked by Wall St. Rank hold TMO as of Q2 2025.

Kaizen Financial Strategies reported no remaining Thermo Fisher Scientific position as of Q2 2025 after selling out during the quarter.
Kaizen Financial Strategies sold 607 Thermo Fisher Scientific shares in Q2 2025, an estimated $302K.
Kaizen Financial Strategies first reported a position in Thermo Fisher Scientific in Q4 2020 and held it in 17 quarters.
Kaizen Financial Strategies's Thermo Fisher Scientific position peaked at $740K in Q4 2022.
2,458 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2025.

Based on Kaizen Financial Strategies's 13F filing for Q2 2025, filed 8 Aug 2025.