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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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 $1.56T 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

Kestra Private Wealth Services's TMO Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Thermo Fisher Scientific (TMO) stake by 3% in Q1 2026, buying an estimated $253K and bringing the position to 15,806 shares worth $7.77M. The position accounts for 0.1% of the portfolio, ranked #233.

Kestra Private Wealth Services first reported a position in TMO in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.89M in Q4 2025. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Kestra Private Wealth Services held 15,806 shares of Thermo Fisher Scientific worth $7.77M as of Q1 2026.
  • Kestra Private Wealth Services bought 467 Thermo Fisher Scientific shares in Q1 2026, an estimated $253K.
  • Thermo Fisher Scientific made up 0.1% of Kestra Private Wealth Services's portfolio in Q1 2026, its #233 holding.
  • Kestra Private Wealth Services first reported a position in Thermo Fisher Scientific in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Thermo Fisher Scientific position peaked at $8.89M in Q4 2025.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.