PlanVest Financial’s Thermo Fisher Scientific TMO Stock Holding History

PlanVest 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 Q2	–	Sell	-28	Closed	-$13.8K	–	606
2026 Q1	$13.8K	Buy	+28	New	+$15.2K	0.01%	352

Other funds holding TMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PlanVest Financial's TMO Position: Q2 2026 in Review

PlanVest Financial sold out of Thermo Fisher Scientific (TMO) in Q2 2026, closing a stake of 28 shares — an estimated $13.8K sold.

PlanVest Financial first reported a position in TMO in Q1 2026 and held it in 1 quarter. The position peaked at $13.8K in Q1 2026. 2,508 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

PlanVest Financial reported no remaining Thermo Fisher Scientific position as of Q2 2026 after selling out during the quarter.
PlanVest Financial sold 28 Thermo Fisher Scientific shares in Q2 2026, an estimated $13.8K.
PlanVest Financial first reported a position in Thermo Fisher Scientific in Q1 2026 and held it in 1 quarter.
PlanVest Financial's Thermo Fisher Scientific position peaked at $13.8K in Q1 2026.
2,508 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.