ProVise Management Group’s Thermo Fisher Scientific TMO Stock Holding History

ProVise Management Group’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	$824K	Buy	+1,677	New	+$910K	0.06%	147
2024 Q4	–	Sell	-563	Closed	-$348K	–	290
2024 Q3	$348K	Buy	563 +163	+41%	+$96.5K	0.03%	231
2024 Q2	$221K	Hold	400	–	–	0.02%	271
2024 Q1	$232K	Sell	400 -8	-2%	-$4.49K	0.02%	266
2023 Q4	$217K	Hold	408	–	–	0.02%	313
2023 Q3	$207K	Hold	408	–	–	0.02%	314
2023 Q2	$213K	Hold	408	–	–	0.02%	321
2023 Q1	$235K	Hold	408	–	–	0.02%	308
2022 Q4	$225K	Hold	408	–	–	0.02%	291
2022 Q3	$207K	Sell	408 -47	-10%	-$26.3K	0.02%	293
2022 Q2	$247K	Buy	455 +59	+15%	+$32.5K	0.03%	287
2022 Q1	$234K	Buy	396 +1	+0.3%	+$574	0.02%	330
2021 Q4	$264K	Hold	395	–	–	0.02%	328
2021 Q3	$226K	Sell	395 -10	-2%	-$5.49K	0.02%	337
2021 Q2	$204K	Buy	+405	New	+$191K	0.02%	367
2019 Q1	–	Sell	-1,004	Closed	-$225K	–	322
2018 Q4	$225K	Buy	+1,004	New	+$236K	0.04%	263

Other funds holding TMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ProVise Management Group's TMO Position: Q1 2026 in Review

ProVise Management Group opened a new position in Thermo Fisher Scientific (TMO) in Q1 2026: 1,677 shares worth $824K. The stake represents 0.06% of the portfolio and ranks #147 among its holdings. This is a return to the name: ProVise Management Group previously reported a position in TMO as recently as Q3 2024.

ProVise Management Group first reported a position in TMO in Q4 2018 and has held it in 16 quarters since. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

ProVise Management Group held 1,677 shares of Thermo Fisher Scientific worth $824K as of Q1 2026.
Thermo Fisher Scientific was a new ProVise Management Group position in Q1 2026.
Thermo Fisher Scientific made up 0.06% of ProVise Management Group's portfolio in Q1 2026, its #147 holding.
ProVise Management Group first reported a position in Thermo Fisher Scientific in Q4 2018 and has held it in 16 quarters since.
2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.