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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
Q2 		$441K Sell
880
-3
-0.3% -$1.44K 0.16% 186
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 $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

Optimize Financial's TMO Position: Q2 2026 in Review

Optimize Financial reduced its Thermo Fisher Scientific (TMO) stake by 0.34% in Q2 2026, selling an estimated $1.44K and leaving 880 shares worth $441K. The position accounts for 0.16% of the portfolio, ranked #186.

Optimize Financial first reported a position in TMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $506K in Q4 2025. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Optimize Financial held 880 shares of Thermo Fisher Scientific worth $441K as of Q2 2026.
  • Optimize Financial sold 3 Thermo Fisher Scientific shares in Q2 2026, an estimated $1.44K.
  • Thermo Fisher Scientific made up 0.16% of Optimize Financial's portfolio in Q2 2026, its #186 holding.
  • Optimize Financial first reported a position in Thermo Fisher Scientific in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Thermo Fisher Scientific position peaked at $506K in Q4 2025.
  • 2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.