Koa Wealth Management
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Koa Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Koa Wealth Management’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
Q3 		– Sell
-3,748
Closed -$1.88M – 57
2026
Q2 		$1.88M Sell
3,748
-315
-8% -$151K 1.28% 21
2026
Q1 		$2M Sell
4,063
-103
-2% -$55.9K 1.44% 21
2025
Q4 		$2.41M Sell
4,166
-92
-2% -$52K 1.66% 17
2025
Q3 		$2.07M Buy
4,258
+114
+3% +$53.1K 1.53% 20
2025
Q2 		$1.68M Buy
4,144
+140
+3% +$58.5K 1.33% 26
2025
Q1 		$1.99M Sell
4,004
-87
-2% -$47.1K 1.61% 20
2024
Q4 		$2.13M Sell
4,091
-96
-2% -$52.8K 1.74% 17
2024
Q3 		$2.59M Sell
4,187
-199
-5% -$118K 2% 16
2024
Q2 		$2.43M Sell
4,386
-48
-1% -$27.5K 2.05% 16
2024
Q1 		$2.58M Buy
4,434
+13
+0.3% +$7.3K 2.32% 15
2023
Q4 		$2.35M Buy
+4,421
New +$2.14M 2.32% 16

Other funds holding TMO

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Koa Wealth Management's TMO Position: Q3 2026 in Review

Koa Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q3 2026, closing a stake of 3,748 shares — an estimated $1.88M sold.

Koa Wealth Management first reported a position in TMO in Q4 2023 and held it in 11 quarters. The position peaked at $2.59M in Q3 2024. 1,167 funds tracked by Wall St. Rank hold TMO as of Q3 2026.

  • Koa Wealth Management reported no remaining Thermo Fisher Scientific position as of Q3 2026 after selling out during the quarter.
  • Koa Wealth Management sold 3,748 Thermo Fisher Scientific shares in Q3 2026, an estimated $1.88M.
  • Koa Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2023 and held it in 11 quarters.
  • Koa Wealth Management's Thermo Fisher Scientific position peaked at $2.59M in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.