Octavia Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Octavia Wealth Advisors’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
2025 Q4	–	Sell	-414	Closed	-$201K	–	269
2025 Q3	$201K	Buy	+414	New	+$193K	0.02%	249
2025 Q2	–	Sell	-481	Closed	-$240K	–	242
2025 Q1	$240K	Buy	481 +48	+11%	+$26K	0.03%	199
2024 Q4	$225K	Buy	433 +8	+2%	+$4.4K	0.03%	204
2024 Q3	$263K	Buy	425 +62	+17%	+$36.7K	0.03%	184
2024 Q2	$201K	Buy	363 +12	+3%	+$6.88K	0.03%	209
2024 Q1	$204K	Buy	+351	New	+$197K	0.03%	207
2023 Q4	–	Sell	-456	Closed	-$231K	–	234
2023 Q3	$231K	Buy	+456	New	+$243K	0.05%	179

Other funds holding TMO

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Octavia Wealth Advisors's TMO Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2025, closing a stake of 414 shares — an estimated $201K sold.

Octavia Wealth Advisors first reported a position in TMO in Q3 2023 and held it in 7 quarters. The position peaked at $263K in Q3 2024. 2,701 funds tracked by Wall St. Rank hold TMO as of Q4 2025.

Octavia Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2025 after selling out during the quarter.
Octavia Wealth Advisors sold 414 Thermo Fisher Scientific shares in Q4 2025, an estimated $201K.
Octavia Wealth Advisors first reported a position in Thermo Fisher Scientific in Q3 2023 and held it in 7 quarters.
Octavia Wealth Advisors's Thermo Fisher Scientific position peaked at $263K in Q3 2024.
2,701 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.