Kovitz Investment Group Partners’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 | $5.3M | Sell |
10,579
-568
| -5% | -$273K | 0.12% | 131 |
|
|
2026
Q1 | $5.48M | Sell |
11,147
-285
| -2% | -$155K | 0.13% | 129 |
|
|
2025
Q4 | $6.62M | Sell |
11,432
-706,408
| -98% | -$399M | 0.15% | 124 |
|
|
2025
Q3 | $348M | Buy |
717,840
+7,033
| +1% | +$3.27M | 1.36% | 12 |
|
|
2025
Q2 | $288M | Buy |
710,807
+79,465
| +13% | +$33.2M | 1.23% | 13 |
|
|
2025
Q1 | $314M | Buy |
631,342
+154,727
| +32% | +$83.8M | 1.58% | 7 |
|
|
2024
Q4 | $248M | Buy |
476,615
+431,576
| +958% | +$237M | 1.22% | 15 |
|
|
2024
Q3 | $23.8M | Buy |
45,039
+8,875
| +25% | +$5.25M | 0.17% | 112 |
|
|
2024
Q2 | $20M | Buy |
36,164
+6,246
| +21% | +$3.58M | 0.17% | 98 |
|
|
2024
Q1 | $17.4M | Buy |
29,918
+20,265
| +210% | +$11.4M | 0.22% | 66 |
|
|
2023
Q4 | $5.12M | Sell |
9,653
-1,513
| -14% | -$732K | 0.08% | 147 |
|
|
2023
Q3 | $5.65M | Buy |
11,166
+202
| +2% | +$108K | 0.1% | 119 |
|
|
2023
Q2 | $5.72M | Buy |
10,964
+1,399
| +15% | +$755K | 0.08% | 126 |
|
|
2023
Q1 | $5.51M | Sell |
9,565
-1,048
| -10% | -$591K | 0.1% | 136 |
|
|
2022
Q4 | $5.84M | Buy |
10,613
+165
| +2% | +$87.4K | 0.12% | 131 |
|
|
2022
Q3 | $5.3M | Sell |
10,448
-298
| -3% | -$167K | 0.12% | 135 |
|
|
2022
Q2 | $5.84M | Buy |
10,746
+134
| +1% | +$73.8K | 0.13% | 122 |
|
|
2022
Q1 | $6.27M | Buy |
10,612
+9,885
| +1,360% | +$5.68M | 0.12% | 132 |
|
|
2021
Q4 | $338K | Sell |
727
-10,852
| -94% | -$6.78M | 0.01% | 363 |
|
|
2021
Q3 | $6.62M | Sell |
11,579
-1,214
| -9% | -$666K | 0.13% | 115 |
|
|
2021
Q2 | $6.45M | Buy |
12,793
+9,568
| +297% | +$4.51M | 0.13% | 123 |
|
|
2021
Q1 | $1.47M | Buy |
3,225
+2,499
| +344% | +$1.19M | 0.03% | 240 |
|
|
2020
Q4 | $338K | Buy |
726
+82
| +13% | +$38.4K | 0.01% | 363 |
|
|
2020
Q3 | $284K | Buy |
644
+10
| +2% | +$4.13K | 0.01% | 363 |
|
|
2020
Q2 | $230K | Buy |
+634
| New | +$213K | 0.01% | 359 |
|
|
2020
Q1 | – | Sell |
-802
| Closed | -$261K | – | 398 |
|
|
2019
Q4 | $261K | Buy |
802
+31
| +4% | +$9.4K | 0.01% | 350 |
|
|
2019
Q3 | $225K | Buy |
771
+12
| +2% | +$3.44K | 0.01% | 348 |
|
|
2019
Q2 | $223K | Buy |
+759
| New | +$209K | 0.01% | 339 |
|
|
2019
Q1 | – | Sell |
-1,138
| Closed | -$255K | – | 369 |
|
|
2018
Q4 | $255K | Sell |
1,138
-300
| -21% | -$70.4K | 0.01% | 243 |
|
|
2018
Q3 | $351K | Buy |
1,438
+350
| +32% | +$80.5K | 0.02% | 127 |
|
|
2018
Q2 | $225K | Buy |
+1,088
| New | +$231K | 0.01% | 139 |
|
Other funds holding TMO
Kovitz Investment Group Partners's TMO Position: Q2 2026 in Review
Kovitz Investment Group Partners reduced its Thermo Fisher Scientific (TMO) stake by 5.1% in Q2 2026, selling an estimated $273K and leaving 10,579 shares worth $5.3M. The position accounts for 0.12% of the portfolio, ranked #131.
Kovitz Investment Group Partners first reported a position in TMO in Q2 2018 and has held it in 31 quarters since. The position peaked at $348M in Q3 2025. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.
- Kovitz Investment Group Partners held 10,579 shares of Thermo Fisher Scientific worth $5.3M as of Q2 2026.
- Kovitz Investment Group Partners sold 568 Thermo Fisher Scientific shares in Q2 2026, an estimated $273K.
- Thermo Fisher Scientific made up 0.12% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #131 holding.
- Kovitz Investment Group Partners first reported a position in Thermo Fisher Scientific in Q2 2018 and has held it in 31 quarters since.
- Kovitz Investment Group Partners's Thermo Fisher Scientific position peaked at $348M in Q3 2025.
- 2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.