Pacific Capital Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Pacific Capital 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 Q1	–	Sell	-36	Closed	-$18.7K	–	346
2024 Q4	$18.7K	Sell	36 -3	-8%	-$1.65K	﹤0.01%	224
2024 Q3	$24.1K	Sell	39 -64	-62%	-$37.9K	﹤0.01%	214
2024 Q2	$57K	Buy	103 +6	+6%	+$3.44K	0.01%	143
2024 Q1	$56.4K	Hold	97	–	–	0.01%	127
2023 Q4	$51.5K	Buy	+97	New	+$47K	0.01%	130
2020 Q4	–	Sell	-97	Closed	-$43K	–	181
2020 Q3	$43K	Buy	+97	New	+$40.1K	0.03%	111

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Pacific Capital Wealth Advisors's TMO Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q1 2025, closing a stake of 36 shares — an estimated $18.7K sold.

Pacific Capital Wealth Advisors first reported a position in TMO in Q3 2020 and held it in 6 quarters. The position peaked at $57K in Q2 2024. 2,570 funds tracked by Wall St. Rank hold TMO as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 36 Thermo Fisher Scientific shares in Q1 2025, an estimated $18.7K.
Pacific Capital Wealth Advisors first reported a position in Thermo Fisher Scientific in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Thermo Fisher Scientific position peaked at $57K in Q2 2024.
2,570 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.