Munro Partners’s Thermo Fisher Scientific TMO Stock Holding History

Munro Partners’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
2025 Q2	–	Sell	-24,255	Closed	-$12.1M	–	76
2025 Q1	$12.1M	Buy	+24,255	New	+$13.1M	0.56%	31
2022 Q4	–	Sell	-142,897	Closed	-$72.5M	–	39
2022 Q3	$72.5M	Buy	142,897 +10,277	+8%	+$5.75M	4.3%	10
2022 Q2	$72M	Sell	132,620 -85,340	-39%	-$47M	4.23%	12
2022 Q1	$129M	Sell	217,960 -32,965	-13%	-$18.9M	4.62%	9
2021 Q4	$167M	Sell	250,925 -1,285	-0.5%	-$802K	4.68%	7
2021 Q3	$144M	Buy	+252,210	New	+$138M	4.93%	8
2021 Q1	–	Sell	-143,461	Closed	-$66.8M	–	31
2020 Q4	$66.8M	Sell	143,461 -70,312	-33%	-$33M	2.9%	17
2020 Q3	$94.4M	Buy	213,773 +69,548	+48%	+$28.7M	6.15%	5
2020 Q2	$52.3M	Buy	144,225 +64,597	+81%	+$21.7M	5.89%	5
2020 Q1	$22.6M	Sell	79,628 -8,005	-9%	-$2.52M	4.62%	7
2019 Q4	$28.5M	Buy	87,633 +333	+0.4%	+$101K	4.03%	6
2019 Q3	$25.4M	Buy	87,300 +34,300	+65%	+$9.82M	4.2%	7
2019 Q2	$15.6M	Sell	53,000 -18,884	-26%	-$5.2M	2.67%	18
2019 Q1	$19.7M	Buy	71,884 +55,150	+330%	+$13.7M	2.94%	12
2018 Q4	$3.74M	Buy	+16,734	New	+$3.93M	3.35%	15

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Munro Partners's TMO Position: Q2 2025 in Review

Munro Partners sold out of Thermo Fisher Scientific (TMO) in Q2 2025, closing a stake of 24,255 shares — an estimated $12.1M sold.

Munro Partners first reported a position in TMO in Q4 2018 and held it in 15 quarters. The position peaked at $167M in Q4 2021. 2,455 funds tracked by Wall St. Rank hold TMO as of Q2 2025.

Munro Partners reported no remaining Thermo Fisher Scientific position as of Q2 2025 after selling out during the quarter.
Munro Partners sold 24,255 Thermo Fisher Scientific shares in Q2 2025, an estimated $12.1M.
Munro Partners first reported a position in Thermo Fisher Scientific in Q4 2018 and held it in 15 quarters.
Munro Partners's Thermo Fisher Scientific position peaked at $167M in Q4 2021.
2,455 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2025.

Based on Munro Partners's 13F filing for Q2 2025, filed 27 Aug 2025.