Modera Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.05M | Buy |
4,082
+26
| +0.6% | +$12.5K | 0.02% | 271 |
|
|
2026
Q1 | $1.99M | Sell |
4,056
-724
| -15% | -$393K | 0.02% | 255 |
|
|
2025
Q4 | $2.77M | Sell |
4,780
-272
| -5% | -$154K | 0.03% | 235 |
|
|
2025
Q3 | $2.45M | Buy |
5,052
+725
| +17% | +$337K | 0.03% | 240 |
|
|
2025
Q2 | $1.75M | Sell |
4,327
-20
| -0.5% | -$8.36K | 0.02% | 270 |
|
|
2025
Q1 | $2.16M | Sell |
4,347
-470
| -10% | -$255K | 0.03% | 239 |
|
|
2024
Q4 | $2.51M | Buy |
4,817
+947
| +24% | +$521K | 0.03% | 229 |
|
|
2024
Q3 | $2.39M | Buy |
3,870
+32
| +0.8% | +$18.9K | 0.03% | 217 |
|
|
2024
Q2 | $2.12M | Sell |
3,838
-47
| -1% | -$26.9K | 0.03% | 215 |
|
|
2024
Q1 | $2.26M | Sell |
3,885
-64
| -2% | -$35.9K | 0.03% | 213 |
|
|
2023
Q4 | $2.1M | Sell |
3,949
-85
| -2% | -$41.1K | 0.03% | 215 |
|
|
2023
Q3 | $2.04M | Sell |
4,034
-466
| -10% | -$248K | 0.04% | 213 |
|
|
2023
Q2 | $2.35M | Buy |
4,500
+2,179
| +94% | +$1.18M | 0.04% | 209 |
|
|
2023
Q1 | $1.34M | Buy |
2,321
+221
| +11% | +$125K | 0.05% | 128 |
|
|
2022
Q4 | $1.16M | Sell |
2,100
-24
| -1% | -$12.7K | 0.05% | 140 |
|
|
2022
Q3 | $1.08M | Sell |
2,124
-180
| -8% | -$101K | 0.05% | 128 |
|
|
2022
Q2 | $1.25M | Buy |
2,304
+736
| +47% | +$405K | 0.06% | 126 |
|
|
2022
Q1 | $926K | Buy |
1,568
+210
| +15% | +$121K | 0.04% | 160 |
|
|
2021
Q4 | $906K | Buy |
1,358
+288
| +27% | +$180K | 0.03% | 185 |
|
|
2021
Q3 | $611K | Buy |
1,070
+228
| +27% | +$125K | 0.03% | 142 |
|
|
2021
Q2 | $425K | Buy |
842
+41
| +5% | +$19.3K | 0.02% | 159 |
|
|
2021
Q1 | $365K | Sell |
801
-199
| -20% | -$95K | 0.02% | 162 |
|
|
2020
Q4 | $465K | Buy |
1,000
+310
| +45% | +$145K | 0.04% | 141 |
|
|
2020
Q3 | $305K | Hold |
690
| – | – | 0.05% | 121 |
|
|
2020
Q2 | $250K | Buy |
+690
| New | +$231K | 0.04% | 133 |
|
|
2020
Q1 | – | Sell |
-884
| Closed | -$287K | – | 162 |
|
|
2019
Q4 | $287K | Sell |
884
-10
| -1% | -$3.03K | 0.04% | 108 |
|
|
2019
Q3 | $260K | Hold |
894
| – | – | 0.04% | 116 |
|
|
2019
Q2 | $263K | Buy |
894
+10
| +1% | +$2.75K | 0.05% | 116 |
|
|
2019
Q1 | $242K | Buy |
+884
| New | +$220K | 0.05% | 125 |
|
|
2018
Q4 | – | Sell |
-909
| Closed | -$222K | – | 142 |
|
|
2018
Q3 | $222K | Buy |
+909
| New | +$209K | 0.05% | 130 |
|
|
2018
Q2 | – | Sell |
-1,215
| Closed | -$251K | – | 137 |
|
|
2018
Q1 | $251K | Buy |
+1,215
| New | +$255K | 0.05% | 109 |
|
Other funds holding TMO
Modera Wealth Management's TMO Position: Q2 2026 in Review
Modera Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 0.64% in Q2 2026, buying an estimated $12.5K and bringing the position to 4,082 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #271.
Modera Wealth Management first reported a position in TMO in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.77M in Q4 2025. 1,619 funds tracked by Wall St. Rank hold TMO as of Q2 2026.
- Modera Wealth Management held 4,082 shares of Thermo Fisher Scientific worth $2.05M as of Q2 2026.
- Modera Wealth Management bought 26 Thermo Fisher Scientific shares in Q2 2026, an estimated $12.5K.
- Thermo Fisher Scientific made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #271 holding.
- Modera Wealth Management first reported a position in Thermo Fisher Scientific in Q1 2018 and has held it in 31 quarters since.
- Modera Wealth Management's Thermo Fisher Scientific position peaked at $2.77M in Q4 2025.
- 1,619 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.
Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.