Ninety One’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
Q2 | $13.7M | Sell |
27,313
-5,421
| -17% | -$2.6M | 0.74% | 22 |
|
|
2026
Q1 | $16M | Buy |
32,734
+4,542
| +16% | +$2.46M | 0.69% | 18 |
|
|
2025
Q4 | $16.3M | Buy |
28,192
+1,137
| +4% | +$643K | 0.71% | 21 |
|
|
2025
Q3 | $12.9M | Buy |
27,055
+12,522
| +86% | +$5.83M | 0.58% | 30 |
|
|
2025
Q2 | $5.9M | Sell |
14,533
-39
| -0.3% | -$16.3K | 0.97% | 31 |
|
|
2025
Q1 | $7.25M | Sell |
14,572
-350
| -2% | -$190K | 1.34% | 23 |
|
|
2024
Q4 | $7.76M | Buy |
14,922
+653
| +5% | +$359K | 1.71% | 17 |
|
|
2024
Q3 | $8.82M | Sell |
14,269
-6,300
| -31% | -$3.73M | 1.93% | 15 |
|
|
2024
Q2 | $11.4M | Sell |
20,569
-2,327
| -10% | -$1.33M | 1.77% | 17 |
|
|
2024
Q1 | $13.3M | Buy |
22,896
+1,713
| +8% | +$961K | 1.91% | 14 |
|
|
2023
Q4 | $11.2M | Buy |
21,183
+1,179
| +6% | +$571K | 1.71% | 20 |
|
|
2023
Q3 | $10.1M | Buy |
20,004
+7,245
| +57% | +$3.86M | 1.96% | 17 |
|
|
2023
Q2 | $6.62M | Buy |
12,759
+753
| +6% | +$406K | 1.64% | 18 |
|
|
2023
Q1 | $6.87M | Sell |
12,006
-103
| -0.9% | -$58.1K | 1.75% | 17 |
|
|
2022
Q4 | $6.65M | Buy |
12,109
+685
| +6% | +$363K | 2.16% | 14 |
|
|
2022
Q3 | $5.93M | Buy |
11,424
+3,876
| +51% | +$2.17M | 2.35% | 13 |
|
|
2022
Q2 | $4.03M | Buy |
7,548
+1,840
| +32% | +$1.01M | 1.43% | 16 |
|
|
2022
Q1 | $3.42M | Hold |
5,708
| – | – | 0.96% | 24 |
|
|
2021
Q4 | $3.81M | Buy |
5,708
+542
| +10% | +$338K | 1.11% | 24 |
|
|
2021
Q3 | $3.02M | Sell |
5,166
-57
| -1% | -$31.3K | 1.17% | 22 |
|
|
2021
Q2 | $2.64M | Sell |
5,223
-511
| -9% | -$241K | 0.97% | 23 |
|
|
2021
Q1 | $2.62M | Sell |
5,734
-1,546
| -21% | -$738K | 0.99% | 21 |
|
|
2020
Q4 | $3.36M | Buy |
7,280
+2,150
| +42% | +$1.01M | 1.32% | 18 |
|
|
2020
Q3 | $2.25M | Buy |
5,130
+81
| +2% | +$33.5K | 1.14% | 25 |
|
|
2020
Q2 | $1.8M | Buy |
5,049
+33
| +0.7% | +$11.1K | 0.86% | 28 |
|
|
2020
Q1 | $1.41M | Sell |
5,016
-3,221
| -39% | -$1.02M | 0.69% | 35 |
|
|
2019
Q4 | $2.4M | Hold |
8,237
| – | – | 1.35% | 20 |
|
|
2019
Q3 | $2.4M | Sell |
8,237
-217
| -3% | -$62.1K | 1.35% | 20 |
|
|
2019
Q2 | $2.45M | Buy |
8,454
+930
| +12% | +$256K | 1.37% | 20 |
|
|
2019
Q1 | $2.04M | Buy |
7,524
+196
| +3% | +$48.8K | 1.08% | 23 |
|
|
2018
Q4 | $1.65M | Sell |
7,328
-17,594
| -71% | -$4.13M | 0.97% | 26 |
|
|
2018
Q3 | $6.09M | Sell |
24,922
-9,889
| -28% | -$2.27M | 1% | 24 |
|
|
2018
Q2 | $7.22M | Buy |
34,811
+28,074
| +417% | +$5.96M | 0.98% | 26 |
|
|
2018
Q1 | $1.39M | Sell |
6,737
-6,784
| -50% | -$1.42M | 0.65% | 36 |
|
|
2017
Q4 | $2.58M | Hold |
13,521
| – | – | 1.29% | 15 |
|
|
2017
Q3 | $2.54M | Buy |
13,521
+443
| +3% | +$80.2K | 1.34% | 14 |
|
|
2017
Q2 | $2.29M | Buy |
13,078
+4,443
| +51% | +$746K | 1.27% | 13 |
|
|
2017
Q1 | $1.33M | Buy |
8,635
+263
| +3% | +$40.2K | 0.87% | 16 |
|
|
2016
Q4 | $1.18M | Hold |
8,372
| – | – | 0.8% | 18 |
|
|
2016
Q3 | $1.32M | Buy |
+8,372
| New | +$1.29M | 0.84% | 19 |
|
Other funds holding TMO
RG
ECSS
LT
Ninety One's TMO Position: Q2 2026 in Review
Ninety One reduced its Thermo Fisher Scientific (TMO) stake by 17% in Q2 2026, selling an estimated $2.6M and leaving 27,313 shares worth $13.7M. The position accounts for 0.74% of the portfolio, ranked #22.
Ninety One first reported a position in TMO in Q3 2016 and has held it in 40 quarters since. The position peaked at $16.3M in Q4 2025. 1,164 funds tracked by Wall St. Rank hold TMO as of Q2 2026.
- Ninety One held 27,313 shares of Thermo Fisher Scientific worth $13.7M as of Q2 2026.
- Ninety One sold 5,421 Thermo Fisher Scientific shares in Q2 2026, an estimated $2.6M.
- Thermo Fisher Scientific made up 0.74% of Ninety One's portfolio in Q2 2026, its #22 holding.
- Ninety One first reported a position in Thermo Fisher Scientific in Q3 2016 and has held it in 40 quarters since.
- Ninety One's Thermo Fisher Scientific position peaked at $16.3M in Q4 2025.
- 1,164 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.
Based on Ninety One's 13F filing for Q2 2026, filed 16 Jul 2026.