Roehl & Yi Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Roehl & Yi Investment 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	$413K	Buy	824 +49	+6%	+$23.5K	0.14%	125
2026 Q1	$381K	Buy	775 +222	+40%	+$120K	0.14%	113
2025 Q4	$320K	Buy	553 +3	+0.5%	+$1.7K	0.13%	125
2025 Q3	$267K	Buy	550 +37	+7%	+$17.2K	0.12%	132
2025 Q2	$208K	Sell	513 -28	-5%	-$11.7K	0.11%	145
2025 Q1	$269K	Buy	541 +59	+12%	+$32K	0.15%	124
2024 Q4	$251K	Buy	+482	New	+$265K	0.14%	124

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

Roehl & Yi Investment Advisors's TMO Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Thermo Fisher Scientific (TMO) stake by 6.3% in Q2 2026, buying an estimated $23.5K and bringing the position to 824 shares worth $413K. The position accounts for 0.14% of the portfolio, ranked #125.

Roehl & Yi Investment Advisors first reported a position in TMO in Q4 2024 and has held it in 7 quarters since. 2,613 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Roehl & Yi Investment Advisors held 824 shares of Thermo Fisher Scientific worth $413K as of Q2 2026.
Roehl & Yi Investment Advisors bought 49 Thermo Fisher Scientific shares in Q2 2026, an estimated $23.5K.
Thermo Fisher Scientific made up 0.14% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #125 holding.
Roehl & Yi Investment Advisors first reported a position in Thermo Fisher Scientific in Q4 2024 and has held it in 7 quarters since.
2,613 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.