Phoenix Financial
TMO icon

Phoenix Financial’s Thermo Fisher Scientific TMO Stock Holding History

Phoenix 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
Q3 		$7.19M Buy
12,048
+1,578
+15% +$937K 0.05% 112
2026
Q2 		$5.25M Buy
10,470
+49
+0.5% +$23.5K 0.04% 135
2026
Q1 		$5.13M Buy
10,421
+1,580
+18% +$857K 0.05% 117
2025
Q4 		$3.71M Buy
8,841
+1,889
+27% +$1.07M 0.04% 150
2025
Q3 		$2.56M Buy
6,952
+2,065
+42% +$961K 0.03% 169
2025
Q2 		$2M Buy
4,887
+992
+25% +$415K 0.03% 186
2025
Q1 		$1.94M Sell
3,895
-7,336
-65% -$3.97M 0.03% 179
2024
Q4 		$5.85M Sell
11,231
-355
-3% -$195K 0.08% 119
2024
Q3 		$7.18M Sell
11,586
-2,510
-18% -$1.49M 0.11% 111
2024
Q2 		$7.8M Buy
14,096
+773
+6% +$443K 0.12% 100
2024
Q1 		$7.75M Buy
13,323
+2,043
+18% +$1.15M 0.11% 91
2023
Q4 		$6.75M Buy
11,280
+1,914
+20% +$926K 0.11% 90
2023
Q3 		$4.75M Buy
9,366
+1,654
+21% +$881K 0.09% 107
2023
Q2 		$4.03M Sell
7,712
-166,195
-96% -$89.7M 0.08% 104
2023
Q1 		$100M Buy
173,907
+2,855
+2% +$1.61M 2.24% 15
2022
Q4 		$94.2M Buy
171,052
+56,605
+49% +$30M 1.82% 17
2022
Q3 		$59.2M Buy
114,447
+111,703
+4,071% +$62.5M 1.3% 23
2022
Q2 		$1.49M Sell
2,744
-159
-5% -$87.5K 0.03% 195
2022
Q1 		$1.72M Buy
+2,903
New +$1.67M 0.03% 210

Other funds holding TMO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Phoenix Financial's TMO Position: Q3 2026 in Review

Phoenix Financial increased its Thermo Fisher Scientific (TMO) stake by 15% in Q3 2026, buying an estimated $937K and bringing the position to 12,048 shares worth $7.19M. The position accounts for 0.05% of the portfolio, ranked #112.

Phoenix Financial first reported a position in TMO in Q1 2022 and has held it in 19 quarters since. The position peaked at $100M in Q1 2023. 1,740 funds tracked by Wall St. Rank hold TMO as of Q3 2026.

  • Phoenix Financial held 12,048 shares of Thermo Fisher Scientific worth $7.19M as of Q3 2026.
  • Phoenix Financial bought 1,578 Thermo Fisher Scientific shares in Q3 2026, an estimated $937K.
  • Thermo Fisher Scientific made up 0.05% of Phoenix Financial's portfolio in Q3 2026, its #112 holding.
  • Phoenix Financial first reported a position in Thermo Fisher Scientific in Q1 2022 and has held it in 19 quarters since.
  • Phoenix Financial's Thermo Fisher Scientific position peaked at $100M in Q1 2023.
  • 1,740 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.