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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
2026
Q2 		$1.61M Sell
3,204
-75
-2% -$36K 0.05% 181
2026
Q1 		$1.61M Sell
3,279
-78
-2% -$42.3K 0.06% 167
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

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 $3.37T AUM 44.26% 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

SageView Advisory Group's TMO Position: Q2 2026 in Review

SageView Advisory Group reduced its Thermo Fisher Scientific (TMO) stake by 2.3% in Q2 2026, selling an estimated $36K and leaving 3,204 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #181.

SageView Advisory Group first reported a position in TMO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2M in Q4 2023. 2,623 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • SageView Advisory Group held 3,204 shares of Thermo Fisher Scientific worth $1.61M as of Q2 2026.
  • SageView Advisory Group sold 75 Thermo Fisher Scientific shares in Q2 2026, an estimated $36K.
  • Thermo Fisher Scientific made up 0.05% of SageView Advisory Group's portfolio in Q2 2026, its #181 holding.
  • SageView Advisory Group first reported a position in Thermo Fisher Scientific in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's Thermo Fisher Scientific position peaked at $2M in Q4 2023.
  • 2,623 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.