Scharf Investments’s Thermo Fisher Scientific TMO Stock Holding History

Scharf Investments’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	$56.5M	Sell	112,770 -19,625	-15%	-$9.42M	1.87%	26
2026 Q1	$65.1M	Sell	132,395 -7,609	-5%	-$4.13M	2.01%	23
2025 Q4	$81.1M	Sell	140,004 -10,342	-7%	-$5.85M	2.18%	23
2025 Q3	$72.9M	Buy	+150,346	New	+$70M	1.83%	27
2016 Q3	–	Sell	-7,810	Closed	-$1.15M	–	54
2016 Q2	$1.15M	Hold	7,810	–	–	0.03%	41
2016 Q1	$1.11M	Sell	7,810 -100	-1%	-$13.4K	0.03%	43
2015 Q4	$1.12M	Sell	7,910 -40	-0.5%	-$5.33K	0.03%	43
2015 Q3	$972K	Hold	7,950	–	–	0.03%	43
2015 Q2	$1.03M	Hold	7,950	–	–	0.03%	42
2015 Q1	$1.07M	Buy	7,950 +40	+0.5%	+$5.16K	0.03%	41
2014 Q4	$991K	Sell	7,910 -40	-0.5%	-$4.86K	0.03%	42
2014 Q3	$968K	Hold	7,950	–	–	0.03%	38
2014 Q2	$938K	Sell	7,950 -500	-6%	-$58.8K	0.04%	35
2014 Q1	$1.02M	Sell	8,450 -278,373	-97%	-$33.1M	0.05%	32
2013 Q4	$31.9M	Sell	286,823 -109,004	-28%	-$10.8M	1.43%	28
2013 Q3	$36.5M	Sell	395,827 -104,749	-21%	-$9.47M	1.72%	26
2013 Q2	$42.4M	Buy	+500,576	New	+$41.7M	2.3%	23

Other funds holding TMO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Scharf Investments's TMO Position: Q2 2026 in Review

Scharf Investments reduced its Thermo Fisher Scientific (TMO) stake by 15% in Q2 2026, selling an estimated $9.42M and leaving 112,770 shares worth $56.5M. The position accounts for 1.87% of the portfolio, ranked #26.

Scharf Investments first reported a position in TMO in Q2 2013 and has held it in 17 quarters since. The position peaked at $81.1M in Q4 2025. 794 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Scharf Investments held 112,770 shares of Thermo Fisher Scientific worth $56.5M as of Q2 2026.
Scharf Investments sold 19,625 Thermo Fisher Scientific shares in Q2 2026, an estimated $9.42M.
Thermo Fisher Scientific made up 1.87% of Scharf Investments's portfolio in Q2 2026, its #26 holding.
Scharf Investments first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 17 quarters since.
Scharf Investments's Thermo Fisher Scientific position peaked at $81.1M in Q4 2025.
794 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.