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

ORBA 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 Q2	–	Sell	-1,253	Closed	-$623K	–	104
2025 Q1	$623K	Sell	1,253 -15	-1%	-$8.12K	0.31%	55
2024 Q4	$660K	Hold	1,268	–	–	0.34%	52
2024 Q3	$784K	Buy	1,268 +31	+3%	+$18.4K	0.4%	48
2024 Q2	$684K	Buy	1,237 +9	+0.7%	+$5.16K	0.35%	47
2024 Q1	$714K	Hold	1,228	–	–	0.4%	44
2023 Q4	$652K	Buy	+1,228	New	+$594K	0.39%	45

Other funds holding TMO

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ORBA Wealth Advisors's TMO Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q2 2025, closing a stake of 1,253 shares — an estimated $623K sold.

ORBA Wealth Advisors first reported a position in TMO in Q4 2023 and held it in 6 quarters. The position peaked at $784K in Q3 2024. 2,453 funds tracked by Wall St. Rank hold TMO as of Q2 2025.

ORBA Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q2 2025 after selling out during the quarter.
ORBA Wealth Advisors sold 1,253 Thermo Fisher Scientific shares in Q2 2025, an estimated $623K.
ORBA Wealth Advisors first reported a position in Thermo Fisher Scientific in Q4 2023 and held it in 6 quarters.
ORBA Wealth Advisors's Thermo Fisher Scientific position peaked at $784K in Q3 2024.
2,453 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.