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

Opal 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
2026
Q2 		$495K Sell
988
-30
-3% -$14.4K 0.11% 104
2026
Q1 		$500K Sell
1,018
-59
-5% -$32K 0.11% 94
2025
Q4 		$624K Sell
1,077
-106
-9% -$59.9K 0.16% 84
2025
Q3 		$574K Sell
1,183
-8
-0.7% -$3.72K 0.16% 82
2025
Q2 		$483K Sell
1,191
-195
-14% -$81.5K 0.13% 85
2025
Q1 		$690K Buy
1,386
+200
+17% +$108K 0.21% 56
2024
Q4 		$617K Sell
1,186
-250
-17% -$137K 0.19% 78
2024
Q3 		$888K Buy
1,436
+198
+16% +$117K 0.28% 51
2024
Q2 		$685K Buy
1,238
+128
+12% +$73.3K 0.22% 56
2024
Q1 		$645K Buy
1,110
+306
+38% +$172K 0.22% 63
2023
Q4 		$427K Buy
804
+43
+6% +$20.8K 0.17% 91
2023
Q3 		$385K Buy
761
+20
+3% +$10.7K 0.23% 74
2023
Q2 		$387K Sell
741
-5
-0.7% -$2.7K 0.19% 67
2023
Q1 		$430K Sell
746
-8
-1% -$4.51K 0.25% 47
2022
Q4 		$415K Buy
754
+135
+22% +$71.5K 0.23% 62
2022
Q3 		$314K Sell
619
-24
-4% -$13.4K 0.23% 62
2022
Q2 		$349K Buy
643
+17
+3% +$9.36K 0.23% 57
2022
Q1 		$370K Sell
626
-198
-24% -$114K 0.32% 49
2021
Q4 		$550K Buy
824
+54
+7% +$33.7K 0.35% 49
2021
Q3 		$440K Sell
770
-5
-0.6% -$2.74K 0.42% 33
2021
Q2 		$391K Buy
775
+66
+9% +$31.1K 0.36% 40
2021
Q1 		$324K Sell
709
-223
-24% -$106K 0.35% 36
2020
Q4 		$434K Buy
+932
New +$437K 0.54% 26

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Opal Wealth Advisors's TMO Position: Q2 2026 in Review

Opal Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 2.9% in Q2 2026, selling an estimated $14.4K and leaving 988 shares worth $495K. The position accounts for 0.11% of the portfolio, ranked #104.

Opal Wealth Advisors first reported a position in TMO in Q4 2020 and has held it in 23 quarters since. The position peaked at $888K in Q3 2024. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Opal Wealth Advisors held 988 shares of Thermo Fisher Scientific worth $495K as of Q2 2026.
  • Opal Wealth Advisors sold 30 Thermo Fisher Scientific shares in Q2 2026, an estimated $14.4K.
  • Thermo Fisher Scientific made up 0.11% of Opal Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Opal Wealth Advisors first reported a position in Thermo Fisher Scientific in Q4 2020 and has held it in 23 quarters since.
  • Opal Wealth Advisors's Thermo Fisher Scientific position peaked at $888K in Q3 2024.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.