McCarter Private Wealth Services’s Thermo Fisher Scientific TMO Stock Holding History

McCarter Private Wealth Services’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	$4.1M	Buy	8,336 +350	+4%	+$190K	1.78%	16
2025 Q4	$4.63M	Buy	7,986 +165	+2%	+$93.3K	2.08%	14
2025 Q3	$3.79M	Buy	7,821 +50	+0.6%	+$23.3K	1.94%	15
2025 Q2	$3.15M	Sell	7,771 -762	-9%	-$319K	1.8%	17
2025 Q1	$4.25M	Sell	8,533 -170	-2%	-$92.1K	2.78%	9
2024 Q4	$4.53M	Buy	8,703 +214	+3%	+$118K	2.87%	10
2024 Q3	$5.25M	Buy	+8,489	New	+$5.03M	3.32%	7

Other funds holding TMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McCarter Private Wealth Services's TMO Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Thermo Fisher Scientific (TMO) stake by 4.4% in Q1 2026, buying an estimated $190K and bringing the position to 8,336 shares worth $4.1M. The position accounts for 1.78% of the portfolio, ranked #16.

McCarter Private Wealth Services first reported a position in TMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.25M in Q3 2024. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

McCarter Private Wealth Services held 8,336 shares of Thermo Fisher Scientific worth $4.1M as of Q1 2026.
McCarter Private Wealth Services bought 350 Thermo Fisher Scientific shares in Q1 2026, an estimated $190K.
Thermo Fisher Scientific made up 1.78% of McCarter Private Wealth Services's portfolio in Q1 2026, its #16 holding.
McCarter Private Wealth Services first reported a position in Thermo Fisher Scientific in Q3 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's Thermo Fisher Scientific position peaked at $5.25M in Q3 2024.
2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.