Prevail Innovative Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Prevail Innovative 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
2026 Q2	$212K	Buy	+423	New	+$203K	0.03%	185
2026 Q1	–	Sell	-510	Closed	-$296K	–	226
2025 Q4	$296K	Buy	510 +24	+5%	+$13.6K	0.05%	173
2025 Q3	$236K	Buy	+486	New	+$226K	0.05%	191
2025 Q2	–	Sell	-7,340	Closed	-$3.65M	–	224
2025 Q1	$3.65M	Buy	7,340 +6,937	+1,721%	+$3.76M	0.97%	31
2024 Q4	$210K	Buy	403 +5	+1%	+$2.75K	0.06%	153
2024 Q3	$246K	Sell	398 -14	-3%	-$8.29K	0.08%	146
2024 Q2	$228K	Buy	412 +7	+2%	+$4.01K	0.08%	137
2024 Q1	$235K	Buy	405 +16	+4%	+$8.98K	0.09%	150
2023 Q4	$206K	Buy	+389	New	+$188K	0.1%	130
2023 Q3	–	Sell	-389	Closed	-$203K	–	157
2023 Q2	$203K	Buy	+389	New	+$210K	0.11%	98

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 $2.3T AUM 54.33% 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

Prevail Innovative Wealth Advisors's TMO Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Thermo Fisher Scientific (TMO) in Q2 2026: 423 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #185 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in TMO as recently as Q4 2025.

Prevail Innovative Wealth Advisors first reported a position in TMO in Q2 2023 and has held it in 10 quarters since. The position peaked at $3.65M in Q1 2025. 2,602 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Prevail Innovative Wealth Advisors held 423 shares of Thermo Fisher Scientific worth $212K as of Q2 2026.
Thermo Fisher Scientific was a new Prevail Innovative Wealth Advisors position in Q2 2026.
Thermo Fisher Scientific made up 0.03% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #185 holding.
Prevail Innovative Wealth Advisors first reported a position in Thermo Fisher Scientific in Q2 2023 and has held it in 10 quarters since.
Prevail Innovative Wealth Advisors's Thermo Fisher Scientific position peaked at $3.65M in Q1 2025.
2,602 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.