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Optimize Financial’s Thermo Fisher Scientific TMO Stock Holding History

Optimize Financial’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 		$434K Buy
883
+9
+1% +$4.88K 0.21% 166
2025
Q4 		$506K Buy
874
+12
+1% +$6.79K 0.26% 121
2025
Q3 		$418K Buy
+862
New +$401K 0.22% 193

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Optimize Financial's TMO Position: Q1 2026 in Review

Optimize Financial increased its Thermo Fisher Scientific (TMO) stake by 1% in Q1 2026, buying an estimated $4.88K and bringing the position to 883 shares worth $434K. The position accounts for 0.21% of the portfolio, ranked #166.

Optimize Financial first reported a position in TMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $506K in Q4 2025. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Optimize Financial held 883 shares of Thermo Fisher Scientific worth $434K as of Q1 2026.
  • Optimize Financial bought 9 Thermo Fisher Scientific shares in Q1 2026, an estimated $4.88K.
  • Thermo Fisher Scientific made up 0.21% of Optimize Financial's portfolio in Q1 2026, its #166 holding.
  • Optimize Financial first reported a position in Thermo Fisher Scientific in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Thermo Fisher Scientific position peaked at $506K in Q4 2025.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.