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

Madison 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
2023
Q3 		$3.83M Sell
7,570
-48
-0.6% -$25.6K 0.81% 37
2023
Q2 		$3.97M Buy
7,618
+62
+0.8% +$33.5K 0.8% 40
2023
Q1 		$4.36M Sell
7,556
-17
-0.2% -$9.58K 0.94% 34
2022
Q4 		$4.17M Buy
7,573
+131
+2% +$69.4K 0.95% 31
2022
Q3 		$3.77M Buy
7,442
+440
+6% +$246K 0.93% 33
2022
Q2 		$3.8M Sell
7,002
-15
-0.2% -$8.26K 0.92% 35
2022
Q1 		$4.14M Buy
7,017
+163
+2% +$93.6K 0.87% 35
2021
Q4 		$4.57M Buy
6,854
+139
+2% +$86.8K 0.92% 29
2021
Q3 		$3.84M Buy
6,715
+25
+0.4% +$13.7K 0.84% 31
2021
Q2 		$3.38M Buy
6,690
+5,898
+745% +$2.78M 0.74% 36
2021
Q1 		$361K Hold
792
– – 0.09% 120
2020
Q4 		$369K Buy
792
+63
+9% +$29.5K 0.1% 112
2020
Q3 		$322K Sell
729
-5
-0.7% -$2.07K 0.1% 108
2020
Q2 		$266K Sell
734
-33
-4% -$11.1K 0.09% 106
2020
Q1 		$218K Hold
767
– – 0.09% 102
2019
Q4 		$249K Buy
+767
New +$233K 0.07% 129

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Madison Wealth Management's TMO Position: Q3 2023 in Review

Madison Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 0.63% in Q3 2023, selling an estimated $25.6K and leaving 7,570 shares worth $3.83M. The position accounts for 0.81% of the portfolio, ranked #37.

Madison Wealth Management first reported a position in TMO in Q4 2019 and has held it in 16 quarters since. The position peaked at $4.57M in Q4 2021. 2,365 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

  • Madison Wealth Management held 7,570 shares of Thermo Fisher Scientific worth $3.83M as of Q3 2023.
  • Madison Wealth Management sold 48 Thermo Fisher Scientific shares in Q3 2023, an estimated $25.6K.
  • Thermo Fisher Scientific made up 0.81% of Madison Wealth Management's portfolio in Q3 2023, its #37 holding.
  • Madison Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Thermo Fisher Scientific position peaked at $4.57M in Q4 2021.
  • 2,365 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.