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Marshall & Sterling Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q2 		– Sell
-5
Closed -$2.49K – 680
2025
Q1 		$2.49K Buy
+5
New +$2.71K ﹤0.01% 526

Other funds holding TMO

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's TMO Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q2 2025, closing a stake of 5 shares — an estimated $2.49K sold.

Marshall & Sterling Wealth Advisors first reported a position in TMO in Q1 2025 and held it in 1 quarter. The position peaked at $2.49K in Q1 2025. 2,454 funds tracked by Wall St. Rank hold TMO as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 5 Thermo Fisher Scientific shares in Q2 2025, an estimated $2.49K.
  • Marshall & Sterling Wealth Advisors first reported a position in Thermo Fisher Scientific in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Thermo Fisher Scientific position peaked at $2.49K in Q1 2025.
  • 2,454 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.