Roberts Capital Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Roberts Capital 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
2025 Q1	–	Sell	-1,958	Closed	-$1.02M	–	105
2024 Q4	$1.02M	Hold	1,958	–	–	0.85%	29
2024 Q3	$1.21M	Hold	1,958	–	–	1.04%	19
2024 Q2	$1.14M	Hold	1,958	–	–	1.09%	19
2024 Q1	$1.14M	Buy	+1,958	New	+$1.1M	1.09%	19
2022 Q3	$1.06M	Hold	2,099	–	–	1.54%	11
2022 Q2	$1.14M	Hold	2,099	–	–	1.56%	10
2022 Q1	$1.24M	Hold	2,099	–	–	1.28%	12
2021 Q4	$1.4M	Buy	+2,099	New	+$1.31M	1.31%	11

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Roberts Capital Advisors's TMO Position: Q1 2025 in Review

Roberts Capital Advisors sold out of Thermo Fisher Scientific (TMO) in Q1 2025, closing a stake of 1,958 shares — an estimated $1.02M sold.

Roberts Capital Advisors first reported a position in TMO in Q4 2021 and held it in 8 quarters. The position peaked at $1.4M in Q4 2021. 2,570 funds tracked by Wall St. Rank hold TMO as of Q1 2025.

Roberts Capital Advisors reported no remaining Thermo Fisher Scientific position as of Q1 2025 after selling out during the quarter.
Roberts Capital Advisors sold 1,958 Thermo Fisher Scientific shares in Q1 2025, an estimated $1.02M.
Roberts Capital Advisors first reported a position in Thermo Fisher Scientific in Q4 2021 and held it in 8 quarters.
Roberts Capital Advisors's Thermo Fisher Scientific position peaked at $1.4M in Q4 2021.
2,570 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2025.

Based on Roberts Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.