San Luis Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

San Luis 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
2025 Q1	–	Sell	-436	Closed	-$227K	–	160
2024 Q4	$227K	Hold	436	–	–	0.04%	133
2024 Q3	$270K	Buy	+436	New	+$258K	0.06%	122

Other funds holding TMO

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

San Luis Wealth Advisors's TMO Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q1 2025, closing a stake of 436 shares — an estimated $227K sold.

San Luis Wealth Advisors first reported a position in TMO in Q3 2024 and held it in 2 quarters. The position peaked at $270K in Q3 2024. 2,571 funds tracked by Wall St. Rank hold TMO as of Q1 2025.

San Luis Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 436 Thermo Fisher Scientific shares in Q1 2025, an estimated $227K.
San Luis Wealth Advisors first reported a position in Thermo Fisher Scientific in Q3 2024 and held it in 2 quarters.
San Luis Wealth Advisors's Thermo Fisher Scientific position peaked at $270K in Q3 2024.
2,571 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.