Monograph Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Monograph Wealth Advisors’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	$4.25M	Hold	8,633	–	–	0.4%	28
2025 Q4	$5.01M	Hold	8,633	–	–	0.49%	28
2025 Q3	$4.19M	Sell	8,633 -14	-0.2%	-$6.52K	0.42%	29
2025 Q2	$3.51M	Buy	8,647 +14	+0.2%	+$5.85K	0.43%	29
2025 Q1	$4.3M	Sell	8,633 -23	-0.3%	-$12.5K	0.59%	21
2024 Q4	$4.51M	Buy	8,656 +23	+0.3%	+$12.6K	0.6%	23
2024 Q3	$5.34M	Hold	8,633	–	–	0.7%	21
2024 Q2	$4.78M	Hold	8,633	–	–	0.7%	21
2024 Q1	$5.02M	Buy	8,633 +1,334	+18%	+$749K	0.74%	20
2023 Q4	$3.88M	Buy	7,299 +16	+0.2%	+$7.75K	0.7%	19
2023 Q3	$3.69M	Hold	7,283	–	–	0.73%	18
2023 Q2	$3.8M	Hold	7,283	–	–	0.82%	17
2023 Q1	$4.2M	Buy	7,283 +2,558	+54%	+$1.44M	0.99%	13
2022 Q4	$2.6M	Buy	4,725 +17	+0.4%	+$9.01K	0.69%	13
2022 Q3	$2.39M	Sell	4,708 -2,575	-35%	-$1.44M	0.78%	14
2022 Q2	$3.96M	Sell	7,283 -184	-2%	-$101K	1.15%	11
2022 Q1	$4.41M	Buy	7,467 +57	+0.8%	+$32.7K	1.12%	10
2021 Q4	$4.95M	Buy	+7,410	New	+$4.63M	1.24%	11

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

Monograph Wealth Advisors's TMO Position: Q1 2026 in Review

Monograph Wealth Advisors held its Thermo Fisher Scientific (TMO) position steady in Q1 2026 at 8,633 shares worth $4.25M. The position accounts for 0.4% of the portfolio, ranked #28.

Monograph Wealth Advisors first reported a position in TMO in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.34M in Q3 2024. 2,589 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Monograph Wealth Advisors held 8,633 shares of Thermo Fisher Scientific worth $4.25M as of Q1 2026.
Monograph Wealth Advisors left its Thermo Fisher Scientific share count unchanged in Q1 2026.
Thermo Fisher Scientific made up 0.4% of Monograph Wealth Advisors's portfolio in Q1 2026, its #28 holding.
Monograph Wealth Advisors first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 18 quarters since.
Monograph Wealth Advisors's Thermo Fisher Scientific position peaked at $5.34M in Q3 2024.
2,589 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.