Kensington Investment Counsel’s Thermo Fisher Scientific TMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$317K Sell
632
-376
-37% -$180K 0.14% 77
2026
Q1
$495K Sell
1,008
-205
-17% -$111K 0.24% 68
2025
Q4
$703K Sell
1,213
-6
-0.5% -$3.39K 0.29% 76
2025
Q3
$591K Sell
1,219
-31
-2% -$14.4K 0.24% 79
2025
Q2
$507K Sell
1,250
-197
-14% -$82.4K 0.22% 78
2025
Q1
$720K Hold
1,447
0.32% 73
2024
Q4
$753K Sell
1,447
-27
-2% -$14.8K 0.31% 76
2024
Q3
$912K Sell
1,474
-13
-0.9% -$7.7K 0.38% 74
2024
Q2
$822K Sell
1,487
-6
-0.4% -$3.44K 0.36% 74
2024
Q1
$868K Buy
1,493
+175
+13% +$98.2K 0.4% 71
2023
Q4
$700K Buy
1,318
+31
+2% +$15K 0.37% 74
2023
Q3
$651K Sell
1,287
-34
-3% -$18.1K 0.4% 72
2023
Q2
$689K Sell
1,321
-295
-18% -$159K 0.44% 69
2023
Q1
$931K Sell
1,616
-23
-1% -$13K 0.7% 54
2022
Q4
$903K Sell
1,639
-78
-5% -$41.3K 0.71% 59
2022
Q3
$871K Sell
1,717
-96
-5% -$53.7K 0.73% 58
2022
Q2
$985K Buy
+1,813
New +$998K 0.84% 57

Other funds holding TMO

Kensington Investment Counsel's TMO Position: Q2 2026 in Review

Kensington Investment Counsel reduced its Thermo Fisher Scientific (TMO) stake by 37% in Q2 2026, selling an estimated $180K and leaving 632 shares worth $317K. The position accounts for 0.14% of the portfolio, ranked #77.

Kensington Investment Counsel first reported a position in TMO in Q2 2022 and has held it in 17 quarters since. The position peaked at $985K in Q2 2022. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Kensington Investment Counsel held 632 shares of Thermo Fisher Scientific worth $317K as of Q2 2026.
  • Kensington Investment Counsel sold 376 Thermo Fisher Scientific shares in Q2 2026, an estimated $180K.
  • Thermo Fisher Scientific made up 0.14% of Kensington Investment Counsel's portfolio in Q2 2026, its #77 holding.
  • Kensington Investment Counsel first reported a position in Thermo Fisher Scientific in Q2 2022 and has held it in 17 quarters since.
  • Kensington Investment Counsel's Thermo Fisher Scientific position peaked at $985K in Q2 2022.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Kensington Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.