RWA
TMO icon

Rooted Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Rooted Wealth 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 		– Sell
-539
Closed -$284K – 158
2026
Q1 		$284K Buy
539
+53
+11% +$28.8K 0.07% 123
2025
Q4 		$275K Sell
486
-30
-6% -$17K 0.08% 119
2025
Q3 		$280K Buy
+516
New +$240K 0.09% 104

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Rooted Wealth Advisors's TMO Position: Q2 2026 in Review

Rooted Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q2 2026, closing a stake of 539 shares — an estimated $284K sold.

Rooted Wealth Advisors first reported a position in TMO in Q3 2025 and held it in 3 quarters. The position peaked at $284K in Q1 2026. 2,630 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Rooted Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q2 2026 after selling out during the quarter.
  • Rooted Wealth Advisors sold 539 Thermo Fisher Scientific shares in Q2 2026, an estimated $284K.
  • Rooted Wealth Advisors first reported a position in Thermo Fisher Scientific in Q3 2025 and held it in 3 quarters.
  • Rooted Wealth Advisors's Thermo Fisher Scientific position peaked at $284K in Q1 2026.
  • 2,630 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.