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

Modern 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
2026 Q2	$3.04M	Buy	6,063 +641	+12%	+$308K	0.04%	325
2026 Q1	$2.68M	Buy	5,422 +592	+12%	+$321K	0.05%	272
2025 Q4	$2.8M	Sell	4,830 -472	-9%	-$267K	0.05%	253
2025 Q3	$2.57M	Sell	5,302 -766	-13%	-$357K	0.05%	256
2025 Q2	$2.46M	Sell	6,068 -6	-0.1%	-$2.51K	0.06%	243
2025 Q1	$3.02M	Buy	6,074 +420	+7%	+$227K	0.1%	171
2024 Q4	$2.94M	Buy	5,654 +164	+3%	+$90.2K	0.11%	153
2024 Q3	$3.4M	Buy	5,490 +422	+8%	+$250K	0.21%	82
2024 Q2	$2.8M	Buy	5,068 +165	+3%	+$94.5K	0.21%	69
2024 Q1	$2.85M	Buy	+4,903	New	+$2.75M	0.26%	50

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

Modern Wealth Management's TMO Position: Q2 2026 in Review

Modern Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 12% in Q2 2026, buying an estimated $308K and bringing the position to 6,063 shares worth $3.04M. The position accounts for 0.04% of the portfolio, ranked #325.

Modern Wealth Management first reported a position in TMO in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.4M in Q3 2024. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Modern Wealth Management held 6,063 shares of Thermo Fisher Scientific worth $3.04M as of Q2 2026.
Modern Wealth Management bought 641 Thermo Fisher Scientific shares in Q2 2026, an estimated $308K.
Thermo Fisher Scientific made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #325 holding.
Modern Wealth Management first reported a position in Thermo Fisher Scientific in Q1 2024 and has held it in 10 quarters since.
Modern Wealth Management's Thermo Fisher Scientific position peaked at $3.4M in Q3 2024.
2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.