Polen Capital Management
TMO icon

Polen Capital Management’s Thermo Fisher Scientific TMO Stock Holding History

Polen Capital Management’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
Q1 		– Sell
-2,307
Closed -$1.34M – 289
2025
Q4 		$1.34M Sell
2,307
-112,206
-98% -$63.5M 0.01% 111
2025
Q3 		$55.5M Sell
114,513
-2,075,835
-95% -$966M 0.18% 35
2025
Q2 		$888M Sell
2,190,348
-132,134
-6% -$55.2M 2.73% 17
2025
Q1 		$1.16B Sell
2,322,482
-138,713
-6% -$75.1M 3.63% 12
2024
Q4 		$1.28B Sell
2,461,195
-345,591
-12% -$190M 3.46% 13
2024
Q3 		$1.74B Sell
2,806,786
-295,224
-10% -$175M 4.48% 7
2024
Q2 		$1.72B Sell
3,102,010
-156,917
-5% -$89.9M 4.3% 8
2024
Q1 		$1.89B Buy
3,258,927
+1,225,807
+60% +$688M 4.37% 9
2023
Q4 		$1.08B Sell
2,033,120
-117,908
-5% -$57.1M 2.6% 16
2023
Q3 		$1.09B Sell
2,151,028
-87,621
-4% -$46.7M 2.86% 16
2023
Q2 		$1.17B Sell
2,238,649
-32,287
-1% -$17.4M 2.9% 15
2023
Q1 		$1.31B Buy
2,270,936
+77,225
+4% +$43.5M 3.45% 14
2022
Q4 		$1.21B Buy
+2,193,711
New +$1.16B 3.52% 14

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Polen Capital Management's TMO Position: Q1 2026 in Review

Polen Capital Management sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 2,307 shares — an estimated $1.34M sold.

Polen Capital Management first reported a position in TMO in Q4 2022 and held it in 13 quarters. The position peaked at $1.89B in Q1 2024. 2,600 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Polen Capital Management reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 2,307 Thermo Fisher Scientific shares in Q1 2026, an estimated $1.34M.
  • Polen Capital Management first reported a position in Thermo Fisher Scientific in Q4 2022 and held it in 13 quarters.
  • Polen Capital Management's Thermo Fisher Scientific position peaked at $1.89B in Q1 2024.
  • 2,600 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.