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Oxford Financial Group’s Thermo Fisher Scientific TMO Stock Holding History

Oxford Financial Group’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 		$454K Buy
+924
New +$501K 0.02% 173
2024
Q4 		– Sell
-336
Closed -$208K – 323
2024
Q3 		$208K Buy
+336
New +$199K 0.01% 234

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

Oxford Financial Group's TMO Position: Q1 2026 in Review

Oxford Financial Group opened a new position in Thermo Fisher Scientific (TMO) in Q1 2026: 924 shares worth $454K. The stake represents 0.02% of the portfolio and ranks #173 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in TMO as recently as Q3 2024.

Oxford Financial Group first reported a position in TMO in Q3 2024 and has held it in 2 quarters since. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Oxford Financial Group held 924 shares of Thermo Fisher Scientific worth $454K as of Q1 2026.
  • Thermo Fisher Scientific was a new Oxford Financial Group position in Q1 2026.
  • Thermo Fisher Scientific made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #173 holding.
  • Oxford Financial Group first reported a position in Thermo Fisher Scientific in Q3 2024 and has held it in 2 quarters since.
  • 2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.