Kovitz Investment Group Partners
TMO icon

Kovitz Investment Group Partners’s Thermo Fisher Scientific TMO Stock Holding History

Kovitz Investment Group Partners’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 		$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

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

Kovitz Investment Group Partners's TMO Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Thermo Fisher Scientific (TMO) stake by 2.5% in Q1 2026, selling an estimated $155K and leaving 11,147 shares worth $5.48M. The position accounts for 0.13% of the portfolio, ranked #129.

Kovitz Investment Group Partners first reported a position in TMO in Q2 2018 and has held it in 30 quarters since. The position peaked at $348M in Q3 2025. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Kovitz Investment Group Partners held 11,147 shares of Thermo Fisher Scientific worth $5.48M as of Q1 2026.
  • Kovitz Investment Group Partners sold 285 Thermo Fisher Scientific shares in Q1 2026, an estimated $155K.
  • Thermo Fisher Scientific made up 0.13% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #129 holding.
  • Kovitz Investment Group Partners first reported a position in Thermo Fisher Scientific in Q2 2018 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's Thermo Fisher Scientific position peaked at $348M in Q3 2025.
  • 2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.