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Kestra Private Wealth Services’s Thermo Fisher Scientific TMO Stock Holding History

Kestra Private Wealth Services’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 		$7.65M Sell
15,254
-552
-3% -$265K 0.08% 250
2026
Q1 		$7.77M Buy
15,806
+467
+3% +$253K 0.1% 233
2025
Q4 		$8.89M Buy
15,339
+748
+5% +$423K 0.11% 203
2025
Q3 		$7.08M Buy
14,591
+101
+0.7% +$47K 0.09% 237
2025
Q2 		$5.88M Buy
14,490
+1,833
+14% +$766K 0.08% 251
2025
Q1 		$6.3M Buy
12,657
+743
+6% +$402K 0.11% 218
2024
Q4 		$6.2M Buy
11,914
+1,118
+10% +$615K 0.11% 208
2024
Q3 		$6.68M Sell
10,796
-702
-6% -$416K 0.12% 185
2024
Q2 		$6.36M Buy
11,498
+509
+5% +$292K 0.13% 180
2024
Q1 		$6.39M Buy
10,989
+977
+10% +$548K 0.14% 167
2023
Q4 		$5.31M Buy
10,012
+1,288
+15% +$623K 0.14% 184
2023
Q3 		$4.42M Buy
8,724
+2,658
+44% +$1.42M 0.14% 172
2023
Q2 		$3.16M Buy
6,066
+1,293
+27% +$698K 0.11% 213
2023
Q1 		$2.75M Buy
4,773
+203
+4% +$114K 0.11% 204
2022
Q4 		$2.52M Buy
4,570
+172
+4% +$91.1K 0.13% 186
2022
Q3 		$2.23M Buy
4,398
+216
+5% +$121K 0.13% 182
2022
Q2 		$2.27M Buy
4,182
+36
+0.9% +$19.8K 0.13% 186
2022
Q1 		$2.45M Sell
4,146
-508
-11% -$292K 0.12% 186
2021
Q4 		$3.1M Buy
4,654
+1,510
+48% +$943K 0.15% 152
2021
Q3 		$1.8M Sell
3,144
-1,201
-28% -$659K 0.1% 225
2021
Q2 		$2.19M Sell
4,345
-34
-0.8% -$16K 0.13% 169
2021
Q1 		$2M Buy
4,379
+153
+4% +$73K 0.14% 172
2020
Q4 		$1.95M Buy
4,226
+1,933
+84% +$906K 0.14% 166
2020
Q3 		$1.01M Buy
+2,293
New +$947K 0.09% 234

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kestra Private Wealth Services's TMO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Thermo Fisher Scientific (TMO) stake by 3.5% in Q2 2026, selling an estimated $265K and leaving 15,254 shares worth $7.65M. The position accounts for 0.08% of the portfolio, ranked #250.

Kestra Private Wealth Services first reported a position in TMO in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.89M in Q4 2025. 2,630 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Kestra Private Wealth Services held 15,254 shares of Thermo Fisher Scientific worth $7.65M as of Q2 2026.
  • Kestra Private Wealth Services sold 552 Thermo Fisher Scientific shares in Q2 2026, an estimated $265K.
  • Thermo Fisher Scientific made up 0.08% of Kestra Private Wealth Services's portfolio in Q2 2026, its #250 holding.
  • Kestra Private Wealth Services first reported a position in Thermo Fisher Scientific in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Thermo Fisher Scientific position peaked at $8.89M in Q4 2025.
  • 2,630 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.