OFG
TMO icon

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
Q2 		$425K Sell
847
-77
-8% -$37K 0.02% 175
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 $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

Oxford Financial Group's TMO Position: Q2 2026 in Review

Oxford Financial Group reduced its Thermo Fisher Scientific (TMO) stake by 8.3% in Q2 2026, selling an estimated $37K and leaving 847 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #175.

Oxford Financial Group first reported a position in TMO in Q3 2024 and has held it in 3 quarters since. The position peaked at $454K in Q1 2026. 2,623 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Oxford Financial Group held 847 shares of Thermo Fisher Scientific worth $425K as of Q2 2026.
  • Oxford Financial Group sold 77 Thermo Fisher Scientific shares in Q2 2026, an estimated $37K.
  • Thermo Fisher Scientific made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #175 holding.
  • Oxford Financial Group first reported a position in Thermo Fisher Scientific in Q3 2024 and has held it in 3 quarters since.
  • Oxford Financial Group's Thermo Fisher Scientific position peaked at $454K in Q1 2026.
  • 2,623 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.