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

Qsemble 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 Q2	$1.23M	Buy	+2,460	New	+$1.18M	0.16%	199
2025 Q4	–	Sell	-19,722	Closed	-$9.57M	–	620
2025 Q3	$9.57M	Buy	19,722 +1,621	+9%	+$755K	0.94%	11
2025 Q2	$7.34M	Buy	18,101 +5,276	+41%	+$2.21M	0.7%	40
2025 Q1	$6.38M	Buy	+12,825	New	+$6.95M	0.68%	42
2024 Q3	–	Sell	-4,013	Closed	-$2.22M	–	549
2024 Q2	$2.22M	Buy	+4,013	New	+$2.3M	0.42%	71
2023 Q4	–	Sell	-4,825	Closed	-$2.44M	–	476
2023 Q3	$2.44M	Buy	4,825 +2,250	+87%	+$1.2M	0.46%	76
2023 Q2	$1.34M	Buy	+2,575	New	+$1.39M	0.95%	25

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

Qsemble Capital Management's TMO Position: Q2 2026 in Review

Qsemble Capital Management opened a new position in Thermo Fisher Scientific (TMO) in Q2 2026: 2,460 shares worth $1.23M. The stake represents 0.16% of the portfolio and ranks #199 among its holdings. This is a return to the name: Qsemble Capital Management previously reported a position in TMO as recently as Q3 2025.

Qsemble Capital Management first reported a position in TMO in Q2 2023 and has held it in 7 quarters since. The position peaked at $9.57M in Q3 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Qsemble Capital Management held 2,460 shares of Thermo Fisher Scientific worth $1.23M as of Q2 2026.
Thermo Fisher Scientific was a new Qsemble Capital Management position in Q2 2026.
Thermo Fisher Scientific made up 0.16% of Qsemble Capital Management's portfolio in Q2 2026, its #199 holding.
Qsemble Capital Management first reported a position in Thermo Fisher Scientific in Q2 2023 and has held it in 7 quarters since.
Qsemble Capital Management's Thermo Fisher Scientific position peaked at $9.57M in Q3 2025.
2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.