Rheos Capital Works’s Thermo Fisher Scientific TMO Stock Holding History

Rheos Capital Works’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	$15M	Sell	30,000 -21,000	-41%	-$10.1M	0.86%	49
2026 Q1	$25.1M	Hold	51,000	–	–	1.67%	24
2025 Q4	$29.6M	Hold	51,000	–	–	1.89%	17
2025 Q3	$24.7M	Hold	51,000	–	–	1.38%	28
2025 Q2	$20.7M	Hold	51,000	–	–	1.19%	31
2025 Q1	$25.4M	Hold	51,000	–	–	2.07%	17
2024 Q4	$26.5M	Buy	51,000 +8,300	+19%	+$4.56M	1.47%	19
2024 Q3	$26.4M	Hold	42,700	–	–	1.38%	25
2024 Q2	$23.6M	Buy	42,700 +26,200	+159%	+$15M	1.24%	24
2024 Q1	$9.59M	Buy	+16,500	New	+$9.26M	0.46%	73
2023 Q4	–	Sell	-12,500	Closed	-$6.33M	–	123
2023 Q3	$6.33M	Hold	12,500	–	–	0.38%	74
2023 Q2	$6.52M	Hold	12,500	–	–	0.35%	77
2023 Q1	$7.21M	Hold	12,500	–	–	0.4%	77
2022 Q4	$6.88M	Hold	12,500	–	–	0.41%	87
2022 Q3	$6.34M	Buy	12,500 +7,500	+150%	+$4.2M	0.43%	91
2022 Q2	$2.72M	Buy	+5,000	New	+$2.75M	0.2%	121

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

Rheos Capital Works's TMO Position: Q2 2026 in Review

Rheos Capital Works reduced its Thermo Fisher Scientific (TMO) stake by 41% in Q2 2026, selling an estimated $10.1M and leaving 30,000 shares worth $15M. The position accounts for 0.86% of the portfolio, ranked #49.

Rheos Capital Works first reported a position in TMO in Q2 2022 and has held it in 16 quarters since. The position peaked at $29.6M in Q4 2025. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Rheos Capital Works held 30,000 shares of Thermo Fisher Scientific worth $15M as of Q2 2026.
Rheos Capital Works sold 21,000 Thermo Fisher Scientific shares in Q2 2026, an estimated $10.1M.
Thermo Fisher Scientific made up 0.86% of Rheos Capital Works's portfolio in Q2 2026, its #49 holding.
Rheos Capital Works first reported a position in Thermo Fisher Scientific in Q2 2022 and has held it in 16 quarters since.
Rheos Capital Works's Thermo Fisher Scientific position peaked at $29.6M in Q4 2025.
2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Rheos Capital Works's 13F filing for Q2 2026, filed 7 Aug 2026.