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Live Oak Private Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Live Oak Private Wealth’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 		$6.49M Sell
12,948
-957
-7% -$459K 0.81% 47
2026
Q1 		$6.83M Buy
13,905
+459
+3% +$249K 0.95% 44
2025
Q4 		$7.79M Sell
13,446
-199
-1% -$113K 1.06% 37
2025
Q3 		$6.62M Buy
13,645
+2,607
+24% +$1.21M 0.92% 43
2025
Q2 		$4.48M Buy
11,038
+1,167
+12% +$488K 0.67% 52
2025
Q1 		$4.91M Buy
9,871
+1,176
+14% +$637K 0.8% 47
2024
Q4 		$4.52M Buy
8,695
+1,791
+26% +$985K 0.76% 51
2024
Q3 		$4.27M Buy
6,904
+403
+6% +$239K 0.69% 52
2024
Q2 		$3.6M Buy
6,501
+185
+3% +$106K 0.62% 57
2024
Q1 		$3.67M Buy
6,316
+5,881
+1,352% +$3.3M 0.64% 53
2023
Q4 		$231K Hold
435
– – 0.04% 148
2023
Q3 		$220K Hold
435
– – 0.05% 143
2023
Q2 		$227K Hold
435
– – 0.05% 147
2023
Q1 		$251K Sell
435
-6
-1% -$3.38K 0.05% 136
2022
Q4 		$243K Hold
441
– – 0.05% 148
2022
Q3 		$224K Hold
441
– – 0.05% 151
2022
Q2 		$240K Buy
441
+30
+7% +$16.5K 0.05% 154
2022
Q1 		$243K Sell
411
-4
-1% -$2.3K 0.05% 156
2021
Q4 		$277K Buy
415
+2
+0.5% +$1.25K 0.05% 157
2021
Q3 		$236K Buy
+413
New +$227K 0.05% 163

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

Live Oak Private Wealth's TMO Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Thermo Fisher Scientific (TMO) stake by 6.9% in Q2 2026, selling an estimated $459K and leaving 12,948 shares worth $6.49M. The position accounts for 0.81% of the portfolio, ranked #47.

Live Oak Private Wealth first reported a position in TMO in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.79M in Q4 2025. 2,619 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Live Oak Private Wealth held 12,948 shares of Thermo Fisher Scientific worth $6.49M as of Q2 2026.
  • Live Oak Private Wealth sold 957 Thermo Fisher Scientific shares in Q2 2026, an estimated $459K.
  • Thermo Fisher Scientific made up 0.81% of Live Oak Private Wealth's portfolio in Q2 2026, its #47 holding.
  • Live Oak Private Wealth first reported a position in Thermo Fisher Scientific in Q3 2021 and has held it in 20 quarters since.
  • Live Oak Private Wealth's Thermo Fisher Scientific position peaked at $7.79M in Q4 2025.
  • 2,619 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.