Moneta Group Investment Advisors’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
Q1 | $4.57M | Sell |
9,294
-101
| -1% | -$54.8K | 0.03% | 176 |
|
|
2025
Q4 | $5.44M | Buy |
9,395
+77
| +0.8% | +$43.5K | 0.04% | 159 |
|
|
2025
Q3 | $4.52M | Sell |
9,318
-18,899
| -67% | -$8.8M | 0.04% | 170 |
|
|
2025
Q2 | $3.48M | Buy |
28,217
+19,420
| +221% | +$8.12M | 0.04% | 165 |
|
|
2025
Q1 | $4.38M | Sell |
8,797
-113
| -1% | -$61.2K | 0.06% | 139 |
|
|
2024
Q4 | $4.64M | Sell |
8,910
-57
| -0.6% | -$31.3K | 0.06% | 136 |
|
|
2024
Q3 | $5.55M | Buy |
8,967
+324
| +4% | +$192K | 0.08% | 120 |
|
|
2024
Q2 | $4.78M | Buy |
8,643
+335
| +4% | +$192K | 0.08% | 125 |
|
|
2024
Q1 | $4.83M | Buy |
8,308
+4
| +0% | +$2.25K | 0.08% | 125 |
|
|
2023
Q4 | $4.41M | Buy |
8,304
+485
| +6% | +$235K | 0.09% | 116 |
|
|
2023
Q3 | $3.96M | Sell |
7,819
-879
| -10% | -$468K | 0.09% | 117 |
|
|
2023
Q2 | $4.54M | Buy |
8,698
+678
| +8% | +$366K | 0.1% | 109 |
|
|
2023
Q1 | $4.62M | Buy |
8,020
+260
| +3% | +$147K | 0.11% | 103 |
|
|
2022
Q4 | $4.43M | Sell |
7,760
-225
| -3% | -$119K | 0.12% | 102 |
|
|
2022
Q3 | $4.05M | Sell |
7,985
-545
| -6% | -$305K | 0.15% | 96 |
|
|
2022
Q2 | $4.63M | Buy |
8,530
+2,897
| +51% | +$1.59M | 0.16% | 95 |
|
|
2022
Q1 | $3.33M | Buy |
5,633
+145
| +3% | +$83.3K | 0.13% | 102 |
|
|
2021
Q4 | $3.66M | Buy |
5,488
+197
| +4% | +$123K | 0.15% | 97 |
|
|
2021
Q3 | $3.02M | Buy |
5,291
+129
| +2% | +$70.8K | 0.14% | 101 |
|
|
2021
Q2 | $2.6M | Buy |
5,162
+2,147
| +71% | +$1.01M | 0.12% | 120 |
|
|
2021
Q1 | $1.38M | Buy |
3,015
+514
| +21% | +$245K | 0.07% | 148 |
|
|
2020
Q4 | $1.17M | Buy |
2,501
+1,344
| +116% | +$630K | 0.08% | 133 |
|
|
2020
Q3 | $511K | Sell |
1,157
-264
| -19% | -$109K | 0.04% | 165 |
|
|
2020
Q2 | $515K | Buy |
1,421
+268
| +23% | +$89.8K | 0.05% | 155 |
|
|
2020
Q1 | $327K | Buy |
1,153
+48
| +4% | +$15.1K | 0.03% | 194 |
|
|
2019
Q4 | $359K | Sell |
1,105
-83
| -7% | -$25.2K | 0.03% | 197 |
|
|
2019
Q3 | $346K | Buy |
1,188
+354
| +42% | +$101K | 0.03% | 201 |
|
|
2019
Q2 | $245K | Sell |
834
-160
| -16% | -$44.1K | 0.02% | 204 |
|
|
2019
Q1 | $272K | Sell |
994
-324
| -25% | -$80.6K | 0.03% | 181 |
|
|
2018
Q4 | $295K | Sell |
1,318
-336
| -20% | -$78.8K | 0.04% | 174 |
|
|
2018
Q3 | $404K | Buy |
1,654
+550
| +50% | +$127K | 0.04% | 159 |
|
|
2018
Q2 | $229K | Buy |
1,104
+237
| +27% | +$50.3K | 0.03% | 236 |
|
|
2018
Q1 | $179K | Sell |
867
-1,587
| -65% | -$333K | 0.02% | 206 |
|
|
2017
Q4 | $466K | Hold |
2,454
| – | – | 0.07% | 129 |
|
|
2017
Q3 | $464K | Buy |
+2,454
| New | +$444K | 0.07% | 128 |
|
Other funds holding TMO
VCM
Moneta Group Investment Advisors's TMO Position: Q1 2026 in Review
Moneta Group Investment Advisors reduced its Thermo Fisher Scientific (TMO) stake by 1.1% in Q1 2026, selling an estimated $54.8K and leaving 9,294 shares worth $4.57M. The position accounts for 0.03% of the portfolio, ranked #176.
Moneta Group Investment Advisors first reported a position in TMO in Q3 2017 and has held it in 35 quarters since. The position peaked at $5.55M in Q3 2024. 2,589 funds tracked by Wall St. Rank hold TMO as of Q1 2026.
- Moneta Group Investment Advisors held 9,294 shares of Thermo Fisher Scientific worth $4.57M as of Q1 2026.
- Moneta Group Investment Advisors sold 101 Thermo Fisher Scientific shares in Q1 2026, an estimated $54.8K.
- Thermo Fisher Scientific made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #176 holding.
- Moneta Group Investment Advisors first reported a position in Thermo Fisher Scientific in Q3 2017 and has held it in 35 quarters since.
- Moneta Group Investment Advisors's Thermo Fisher Scientific position peaked at $5.55M in Q3 2024.
- 2,589 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.