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

Sax 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	$1.09M	Buy	2,208 +545	+33%	+$262K	0.04%	218
2026 Q1	$964K	Sell	1,663 -53	-3%	-$28.8K	0.05%	197
2025 Q4	$994K	Buy	1,716 +45	+3%	+$25.4K	0.05%	204
2025 Q3	$810K	Buy	1,671 +92	+6%	+$42.8K	0.04%	206
2025 Q2	$640K	Buy	1,579 +954	+153%	+$399K	0.04%	224
2025 Q1	$311K	Buy	625 +33	+6%	+$17.9K	0.02%	293
2024 Q4	$308K	Sell	592 -141	-19%	-$77.5K	0.02%	258
2024 Q3	$453K	Sell	733 -139	-16%	-$82.3K	0.04%	168
2024 Q2	$482K	Buy	+872	New	+$500K	0.05%	150

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

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

Sax Wealth Advisors increased its Thermo Fisher Scientific (TMO) stake by 33% in Q2 2026, buying an estimated $262K and bringing the position to 2,208 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #218.

Sax Wealth Advisors first reported a position in TMO in Q2 2024 and has held it in 9 quarters since. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Sax Wealth Advisors held 2,208 shares of Thermo Fisher Scientific worth $1.09M as of Q2 2026.
Sax Wealth Advisors bought 545 Thermo Fisher Scientific shares in Q2 2026, an estimated $262K.
Thermo Fisher Scientific made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #218 holding.
Sax Wealth Advisors first reported a position in Thermo Fisher Scientific in Q2 2024 and has held it in 9 quarters since.
2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.