Route One Investment Company’s Thermo Fisher Scientific TMO Stock Holding History

Route One Investment Company’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	$141M	Buy	280,400 +21,700	+8%	+$10.4M	5.65%	9
2026 Q1	$127M	Sell	258,700 -4,900	-2%	-$2.66M	5.41%	8
2025 Q4	$153M	Sell	263,600 -29,780	-10%	-$16.8M	5.67%	9
2025 Q3	$142M	Hold	293,380	–	–	5.27%	9
2025 Q2	$119M	Buy	293,380 +60,950	+26%	+$25.5M	5.21%	8
2025 Q1	$116M	Hold	232,430	–	–	4.82%	8
2024 Q4	$121M	Buy	232,430 +21,550	+10%	+$11.8M	4.72%	9
2024 Q3	$130M	Hold	210,880	–	–	4.57%	9
2024 Q2	$117M	Hold	210,880	–	–	4.04%	10
2024 Q1	$123M	Hold	210,880	–	–	4.47%	10
2023 Q4	$112M	Buy	210,880 +65,550	+45%	+$31.7M	2.27%	14
2023 Q3	$73.6M	Buy	+145,330	New	+$77.4M	2.53%	16

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

Route One Investment Company's TMO Position: Q2 2026 in Review

Route One Investment Company increased its Thermo Fisher Scientific (TMO) stake by 8.4% in Q2 2026, buying an estimated $10.4M and bringing the position to 280,400 shares worth $141M. The position accounts for 5.65% of the portfolio, ranked #9.

Route One Investment Company first reported a position in TMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $153M in Q4 2025. 2,602 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Route One Investment Company held 280,400 shares of Thermo Fisher Scientific worth $141M as of Q2 2026.
Route One Investment Company bought 21,700 Thermo Fisher Scientific shares in Q2 2026, an estimated $10.4M.
Thermo Fisher Scientific made up 5.65% of Route One Investment Company's portfolio in Q2 2026, its #9 holding.
Route One Investment Company first reported a position in Thermo Fisher Scientific in Q3 2023 and has held it in 12 quarters since.
Route One Investment Company's Thermo Fisher Scientific position peaked at $153M in Q4 2025.
2,602 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Route One Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.