SageView Advisory Group’s Thermo Fisher Scientific TMO Stock Holding History

SageView Advisory Group’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 Q4	$1.95M	Buy	3,357 +353	+12%	+$200K	0.07%	153
2025 Q3	$1.46M	Buy	3,004 +241	+9%	+$112K	0.05%	213
2025 Q2	$1.34M	Sell	2,763 -326	-11%	-$136K	0.05%	203
2025 Q1	$1.54M	Sell	3,089 -60	-2%	-$32.5K	0.07%	156
2024 Q4	$1.64M	Sell	3,149 -82	-3%	-$45.1K	0.07%	147
2024 Q3	$2M	Sell	3,231 -299	-8%	-$177K	0.1%	112
2024 Q2	$1.95M	Buy	+3,530	New	+$2.02M	0.09%	128
2024 Q1	–	Sell	-3,532	Closed	-$2M	–	793
2023 Q4	$2M	Buy	3,532 +359	+11%	+$174K	0.09%	141
2023 Q3	$1.61M	Sell	3,173 -1	-0%	-$533	0.09%	132
2023 Q2	$1.66M	Buy	3,174 +78	+3%	+$42.1K	0.09%	136
2023 Q1	$1.78M	Buy	3,096 +2,419	+357%	+$1.36M	0.11%	122
2022 Q4	$373K	Buy	+677	New	+$359K	0.03%	289

Other funds holding TMO

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SageView Advisory Group's TMO Position: Q4 2025 in Review

SageView Advisory Group increased its Thermo Fisher Scientific (TMO) stake by 12% in Q4 2025, buying an estimated $200K and bringing the position to 3,357 shares worth $1.95M. The position accounts for 0.07% of the portfolio, ranked #153.

SageView Advisory Group first reported a position in TMO in Q4 2022 and has held it in 12 quarters since. The position peaked at $2M in Q4 2023. 2,700 funds tracked by Wall St. Rank hold TMO as of Q4 2025.

SageView Advisory Group held 3,357 shares of Thermo Fisher Scientific worth $1.95M as of Q4 2025.
SageView Advisory Group bought 353 Thermo Fisher Scientific shares in Q4 2025, an estimated $200K.
Thermo Fisher Scientific made up 0.07% of SageView Advisory Group's portfolio in Q4 2025, its #153 holding.
SageView Advisory Group first reported a position in Thermo Fisher Scientific in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Thermo Fisher Scientific position peaked at $2M in Q4 2023.
2,700 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.