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 Q2	$4.03M	Sell	8,039 -297	-4%	-$143K	1.39%	24
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

McCarter Private Wealth Services's TMO Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Thermo Fisher Scientific (TMO) stake by 3.6% in Q2 2026, selling an estimated $143K and leaving 8,039 shares worth $4.03M. The position accounts for 1.39% of the portfolio, ranked #24.

McCarter Private Wealth Services first reported a position in TMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.25M in Q3 2024. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

McCarter Private Wealth Services held 8,039 shares of Thermo Fisher Scientific worth $4.03M as of Q2 2026.
McCarter Private Wealth Services sold 297 Thermo Fisher Scientific shares in Q2 2026, an estimated $143K.
Thermo Fisher Scientific made up 1.39% of McCarter Private Wealth Services's portfolio in Q2 2026, its #24 holding.
McCarter Private Wealth Services first reported a position in Thermo Fisher Scientific in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Thermo Fisher Scientific position peaked at $5.25M in Q3 2024.
2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.