North Growth Management’s Thermo Fisher Scientific TMO Stock Holding History

North Growth Management’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	$16M	Buy	32,000 +5,000	+19%	+$2.4M	2.06%	17
2026 Q1	$13.1M	Buy	27,000 +4,000	+17%	+$2.17M	2.01%	19
2025 Q4	$13.5M	Buy	23,000 +2,000	+10%	+$1.13M	2.11%	17
2025 Q3	$9.99M	Buy	21,000 +6,000	+40%	+$2.79M	1.74%	25
2025 Q2	$6.18M	Buy	15,000 +1,000	+7%	+$418K	1.16%	33
2025 Q1	$7M	Hold	14,000	–	–	1.48%	31
2024 Q4	$7.29M	Hold	14,000	–	–	1.38%	32
2024 Q3	$8.82M	Hold	14,000	–	–	1.64%	29
2024 Q2	$7.86M	Hold	14,000	–	–	1.55%	30
2024 Q1	$8.26M	Sell	14,000 -2,000	-13%	-$1.12M	1.58%	30
2023 Q4	$8.6M	Buy	+16,000	New	+$7.74M	1.83%	28
2022 Q3	–	Sell	-14,000	Closed	-$7.58M	–	49
2022 Q2	$7.58M	Buy	+14,000	New	+$7.71M	1.76%	29

Other funds holding TMO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

North Growth Management's TMO Position: Q2 2026 in Review

North Growth Management increased its Thermo Fisher Scientific (TMO) stake by 19% in Q2 2026, buying an estimated $2.4M and bringing the position to 32,000 shares worth $16M. The position accounts for 2.06% of the portfolio, ranked #17.

North Growth Management first reported a position in TMO in Q2 2022 and has held it in 12 quarters since. 1,243 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

North Growth Management held 32,000 shares of Thermo Fisher Scientific worth $16M as of Q2 2026.
North Growth Management bought 5,000 Thermo Fisher Scientific shares in Q2 2026, an estimated $2.4M.
Thermo Fisher Scientific made up 2.06% of North Growth Management's portfolio in Q2 2026, its #17 holding.
North Growth Management first reported a position in Thermo Fisher Scientific in Q2 2022 and has held it in 12 quarters since.
1,243 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on North Growth Management's 13F filing for Q2 2026, filed 22 Jul 2026.