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Kingswood Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Kingswood Wealth Advisors’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 		$1.54M Buy
3,069
+1,154
+60% +$554K 0.06% 307
2026
Q1 		$941K Buy
1,915
+443
+30% +$240K 0.04% 390
2025
Q4 		$853K Buy
1,472
+419
+40% +$237K 0.04% 380
2025
Q3 		$511K Sell
1,053
-219
-17% -$102K 0.03% 476
2025
Q2 		$516K Sell
1,272
-332
-21% -$139K 0.04% 402
2025
Q1 		$798K Sell
1,604
-92
-5% -$49.8K 0.07% 297
2024
Q4 		$882K Sell
1,696
-3,471
-67% -$1.91M 0.07% 303
2024
Q3 		$3.2M Buy
5,167
+337
+7% +$199K 0.23% 105
2024
Q2 		$2.67M Buy
4,830
+423
+10% +$242K 0.24% 91
2024
Q1 		$2.56M Sell
4,407
-294
-6% -$165K 0.3% 74
2023
Q4 		$2.5M Buy
4,701
+3,706
+372% +$1.79M 0.28% 74
2023
Q3 		$2.52M Buy
995
+124
+14% +$66.1K 0.43% 59
2023
Q2 		$454K Buy
+871
New +$470K 0.14% 146

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 $3.37T AUM 44.26% 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

Kingswood Wealth Advisors's TMO Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Thermo Fisher Scientific (TMO) stake by 60% in Q2 2026, buying an estimated $554K and bringing the position to 3,069 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #307.

Kingswood Wealth Advisors first reported a position in TMO in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.2M in Q3 2024. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Kingswood Wealth Advisors held 3,069 shares of Thermo Fisher Scientific worth $1.54M as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,154 Thermo Fisher Scientific shares in Q2 2026, an estimated $554K.
  • Thermo Fisher Scientific made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #307 holding.
  • Kingswood Wealth Advisors first reported a position in Thermo Fisher Scientific in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Thermo Fisher Scientific position peaked at $3.2M in Q3 2024.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.