Oak Associates’s Thermo Fisher Scientific TMO Stock Holding History

Oak Associates’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	–	Sell	-4,037	Closed	-$2.34M	–	150
2025 Q4	$2.34M	Sell	4,037 -81	-2%	-$45.8K	0.14%	68
2025 Q3	$2M	Buy	+4,118	New	+$1.92M	0.12%	74
2025 Q2	–	Sell	-4,137	Closed	-$2.06M	–	140
2025 Q1	$2.06M	Hold	4,137	–	–	0.15%	72
2024 Q4	$2.15M	Hold	4,137	–	–	0.15%	70
2024 Q3	$2.56M	Hold	4,137	–	–	0.17%	62
2024 Q2	$2.29M	Hold	4,137	–	–	0.15%	69
2024 Q1	$2.4M	Hold	4,137	–	–	0.17%	68
2023 Q4	$2.2M	Buy	4,137 +346	+9%	+$167K	0.17%	77
2023 Q3	$1.92M	Buy	+3,791	New	+$2.02M	0.16%	74
2022 Q3	–	Sell	-3,703	Closed	-$2.01M	–	138
2022 Q2	$2.01M	Hold	3,703	–	–	0.16%	75
2022 Q1	$2.19M	Sell	3,703 -397	-10%	-$228K	0.13%	80
2021 Q4	$2.74M	Hold	4,100	–	–	0.15%	70
2021 Q3	$2.34M	Hold	4,100	–	–	0.13%	76
2021 Q2	$2.07M	Buy	+4,100	New	+$1.93M	0.12%	78

Other funds holding TMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Oak Associates's TMO Position: Q1 2026 in Review

Oak Associates sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 4,037 shares — an estimated $2.34M sold.

Oak Associates first reported a position in TMO in Q2 2021 and held it in 14 quarters. The position peaked at $2.74M in Q4 2021. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Oak Associates reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
Oak Associates sold 4,037 Thermo Fisher Scientific shares in Q1 2026, an estimated $2.34M.
Oak Associates first reported a position in Thermo Fisher Scientific in Q2 2021 and held it in 14 quarters.
Oak Associates's Thermo Fisher Scientific position peaked at $2.74M in Q4 2021.
2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.