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Naviter Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Naviter Wealth’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 		$1.64M Buy
3,328
+193
+6% +$105K 0.2% 115
2025
Q4 		$1.82M Sell
3,135
-403
-11% -$228K 0.24% 102
2025
Q3 		$1.72M Sell
3,538
-316
-8% -$147K 0.2% 126
2025
Q2 		$1.56M Sell
3,854
-421
-10% -$176K 0.19% 133
2025
Q1 		$2.14M Sell
4,275
-127
-3% -$68.8K 0.26% 107
2024
Q4 		$2.29M Buy
4,402
+1,011
+30% +$556K 0.28% 95
2024
Q3 		$2.1M Sell
3,391
-169
-5% -$100K 0.29% 98
2024
Q2 		$1.97M Buy
3,560
+127
+4% +$72.8K 0.29% 95
2024
Q1 		$2M Buy
3,433
+1,210
+54% +$679K 0.33% 82
2023
Q4 		$1.18M Sell
2,223
-193
-8% -$93.4K 0.24% 114
2023
Q3 		$1.22M Buy
2,416
+218
+10% +$116K 0.3% 83
2023
Q2 		$1.15M Buy
2,198
+200
+10% +$108K 0.29% 90
2023
Q1 		$1.15M Buy
1,998
+83
+4% +$46.8K 0.4% 68
2022
Q4 		$1.11M Buy
1,915
+274
+17% +$145K 0.31% 81
2022
Q3 		$833K Buy
1,641
+144
+10% +$80.6K 0.34% 68
2022
Q2 		$813K Buy
+1,497
New +$824K 0.33% 72

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Naviter Wealth's TMO Position: Q1 2026 in Review

Naviter Wealth increased its Thermo Fisher Scientific (TMO) stake by 6.2% in Q1 2026, buying an estimated $105K and bringing the position to 3,328 shares worth $1.64M. The position accounts for 0.2% of the portfolio, ranked #115.

Naviter Wealth first reported a position in TMO in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.29M in Q4 2024. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Naviter Wealth held 3,328 shares of Thermo Fisher Scientific worth $1.64M as of Q1 2026.
  • Naviter Wealth bought 193 Thermo Fisher Scientific shares in Q1 2026, an estimated $105K.
  • Thermo Fisher Scientific made up 0.2% of Naviter Wealth's portfolio in Q1 2026, its #115 holding.
  • Naviter Wealth first reported a position in Thermo Fisher Scientific in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Thermo Fisher Scientific position peaked at $2.29M in Q4 2024.
  • 2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.