Ninety One (UK)
TMO icon

Ninety One (UK)’s Thermo Fisher Scientific TMO Stock Holding History

Ninety One (UK)’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 		$298M Sell
593,668
-43,594
-7% -$20.9M 0.67% 44
2026
Q1 		$313M Sell
637,262
-255,199
-29% -$138M 0.73% 45
2025
Q4 		$517M Buy
892,461
+56,862
+7% +$32.2M 1.11% 27
2025
Q3 		$405M Buy
835,599
+29,806
+4% +$13.9M 0.88% 34
2025
Q2 		$327M Buy
805,793
+236,748
+42% +$99M 0.77% 40
2025
Q1 		$283M Buy
569,045
+61,655
+12% +$33.4M 0.79% 34
2024
Q4 		$264M Sell
507,390
-15,987
-3% -$8.79M 0.71% 40
2024
Q3 		$324M Buy
523,377
+16,602
+3% +$9.83M 0.86% 33
2024
Q2 		$280M Sell
506,775
-32,842
-6% -$18.8M 0.77% 36
2024
Q1 		$314M Buy
539,617
+10,020
+2% +$5.62M 0.88% 33
2023
Q4 		$281M Buy
529,597
+763
+0.1% +$369K 0.84% 37
2023
Q3 		$268M Sell
528,834
-240,735
-31% -$128M 0.85% 35
2023
Q2 		$402M Buy
769,569
+7,940
+1% +$4.28M 1.17% 28
2023
Q1 		$439M Sell
761,629
-74,945
-9% -$42.2M 1.37% 25
2022
Q4 		$461M Buy
836,574
+82,385
+11% +$43.7M 1.48% 23
2022
Q3 		$383M Sell
754,189
-86,481
-10% -$48.4M 1.26% 26
2022
Q2 		$457M Buy
840,670
+324,943
+63% +$179M 1.36% 22
2022
Q1 		$305M Sell
515,727
-13,090
-2% -$7.52M 0.78% 41
2021
Q4 		$353M Sell
528,817
-26,633
-5% -$16.6M 0.84% 42
2021
Q3 		$317M Buy
555,450
+23,613
+4% +$13M 0.81% 40
2021
Q2 		$268M Buy
531,837
+10,769
+2% +$5.08M 0.7% 46
2021
Q1 		$238M Sell
521,068
-329,519
-39% -$157M 0.68% 47
2020
Q4 		$396M Buy
850,587
+24,403
+3% +$11.4M 1.22% 24
2020
Q3 		$365M Buy
826,184
+900
+0.1% +$372K 1.32% 22
2020
Q2 		$299M Sell
825,284
-46,501
-5% -$15.6M 1.06% 25
2020
Q1 		$247M Sell
871,785
-532,409
-38% -$168M 1.04% 29
2019
Q4 		$456M Sell
1,404,194
-60,362
-4% -$18.3M 1.51% 16
2019
Q3 		$427M Sell
1,464,556
-4,216
-0.3% -$1.21M 1.66% 12
2019
Q2 		$431M Buy
1,468,772
+5,477
+0.4% +$1.51M 1.64% 12
2019
Q1 		$401M Sell
1,463,295
-181,109
-11% -$45.1M 1.59% 14
2018
Q4 		$368M Sell
1,644,404
-14,000
-0.8% -$3.28M 1.59% 14
2018
Q3 		$405M Buy
1,658,404
+194,923
+13% +$44.8M 1.51% 15
2018
Q2 		$303M Buy
1,463,481
+75,675
+5% +$16.1M 1.51% 16
2018
Q1 		$287M Sell
1,387,806
-750,446
-35% -$158M 1.53% 14
2017
Q4 		$406M Sell
2,138,252
-35,129
-2% -$6.73M 1.67% 11
2017
Q3 		$411M Buy
2,173,381
+475,970
+28% +$86.2M 1.81% 10
2017
Q2 		$296M Buy
1,697,411
+463,245
+38% +$77.8M 1.41% 15
2017
Q1 		$190M Sell
1,234,166
-636
-0.1% -$97.2K 0.94% 36
2016
Q4 		$174M Buy
1,234,802
+102,537
+9% +$15.1M 0.91% 38
2016
Q3 		$180M Buy
1,132,265
+838
+0.1% +$129K 0.88% 41
2016
Q2 		$167M Buy
1,131,427
+9,404
+0.8% +$1.39M 0.86% 43
2016
Q1 		$159M Sell
1,122,023
-612,494
-35% -$82.1M 0.86% 41
2015
Q4 		$246M Buy
1,734,517
+35,989
+2% +$4.8M 1.4% 18
2015
Q3 		$208M Sell
1,698,528
-20,837
-1% -$2.71M 1.3% 21
2015
Q2 		$223M Sell
1,719,365
-7,744
-0.4% -$1.01M 1.27% 24
2015
Q1 		$232M Buy
1,727,109
+91,402
+6% +$11.8M 1.36% 20
2014
Q4 		$205M Buy
1,635,707
+115,575
+8% +$14.1M 1.25% 23
2014
Q3 		$185M Sell
1,520,132
-2,386
-0.2% -$290K 1.09% 27
2014
Q2 		$180M Buy
1,522,518
+114,246
+8% +$13.4M 1.04% 29
2014
Q1 		$169M Sell
1,408,272
-20,853
-1% -$2.48M 1.13% 24
2013
Q4 		$159M Buy
1,429,125
+6,359
+0.4% +$632K 1.11% 31
2013
Q3 		$131M Sell
1,422,766
-192,339
-12% -$17.4M 0.96% 37
2013
Q2 		$137M Buy
+1,615,105
New +$134M 1.05% 29

Other funds holding TMO

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Ninety One (UK)'s TMO Position: Q2 2026 in Review

Ninety One (UK) reduced its Thermo Fisher Scientific (TMO) stake by 6.8% in Q2 2026, selling an estimated $20.9M and leaving 593,668 shares worth $298M. The position accounts for 0.67% of the portfolio, ranked #44.

Ninety One (UK) first reported a position in TMO in Q2 2013 and has held it in 53 quarters since. The position peaked at $517M in Q4 2025. 429 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Ninety One (UK) held 593,668 shares of Thermo Fisher Scientific worth $298M as of Q2 2026.
  • Ninety One (UK) sold 43,594 Thermo Fisher Scientific shares in Q2 2026, an estimated $20.9M.
  • Thermo Fisher Scientific made up 0.67% of Ninety One (UK)'s portfolio in Q2 2026, its #44 holding.
  • Ninety One (UK) first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 53 quarters since.
  • Ninety One (UK)'s Thermo Fisher Scientific position peaked at $517M in Q4 2025.
  • 429 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.