Planned Solutions’s Thermo Fisher Scientific TMO Stock Holding History

Planned Solutions’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	$204K	Buy	+406	New	+$195K	0.06%	150
2026 Q1	–	Sell	-386	Closed	-$224K	–	147
2025 Q4	$224K	Buy	+386	New	+$218K	0.07%	128
2025 Q2	–	Sell	-567	Closed	-$282K	–	132
2025 Q1	$282K	Hold	567	–	–	0.11%	88
2024 Q4	$295K	Hold	567	–	–	0.12%	79
2024 Q3	$351K	Hold	567	–	–	0.14%	65
2024 Q2	$314K	Hold	567	–	–	0.15%	66
2024 Q1	$330K	Hold	567	–	–	0.16%	62
2023 Q4	$301K	Hold	567	–	–	0.14%	60
2023 Q3	$287K	Hold	567	–	–	0.17%	59
2023 Q2	$296K	Hold	567	–	–	0.17%	56
2023 Q1	$327K	Buy	567 +4	+0.7%	+$2.25K	0.21%	50
2022 Q4	$310K	Hold	563	–	–	0.23%	47
2022 Q3	$286K	Hold	563	–	–	0.24%	45
2022 Q2	$306K	Sell	563 -30	-5%	-$16.5K	0.29%	43
2022 Q1	$350K	Hold	593	–	–	0.24%	46
2021 Q4	$396K	Buy	+593	New	+$370K	0.27%	48
2021 Q2	$273K	Buy	+542	New	+$256K	0.19%	56
2021 Q1	–	Sell	-392	Closed	-$183K	–	373
2020 Q4	$183K	Buy	392 +10	+3%	+$4.69K	0.15%	56
2020 Q3	$169K	Buy	+382	New	+$158K	0.17%	53

Other funds holding TMO

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Planned Solutions's TMO Position: Q2 2026 in Review

Planned Solutions opened a new position in Thermo Fisher Scientific (TMO) in Q2 2026: 406 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #150 among its holdings. This is a return to the name: Planned Solutions previously reported a position in TMO as recently as Q4 2025.

Planned Solutions first reported a position in TMO in Q3 2020 and has held it in 19 quarters since. The position peaked at $396K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Planned Solutions held 406 shares of Thermo Fisher Scientific worth $204K as of Q2 2026.
Thermo Fisher Scientific was a new Planned Solutions position in Q2 2026.
Thermo Fisher Scientific made up 0.06% of Planned Solutions's portfolio in Q2 2026, its #150 holding.
Planned Solutions first reported a position in Thermo Fisher Scientific in Q3 2020 and has held it in 19 quarters since.
Planned Solutions's Thermo Fisher Scientific position peaked at $396K in Q4 2021.
1,172 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.