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Schechter Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Schechter Investment 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 		$2.2M Sell
4,428
-702
-14% -$380K 0.18% 112
2024
Q4 		$2.67M Sell
5,130
-1,335
-21% -$734K 0.2% 98
2024
Q3 		$4M Sell
6,465
-199
-3% -$118K 0.29% 64
2024
Q2 		$3.69M Buy
6,664
+51
+0.8% +$29.2K 0.28% 64
2024
Q1 		$3.84M Buy
6,613
+1,415
+27% +$794K 0.29% 63
2023
Q4 		$2.76M Sell
5,198
-352
-6% -$170K 0.24% 79
2023
Q3 		$2.81M Buy
5,550
+302
+6% +$161K 0.27% 65
2023
Q2 		$2.74M Sell
5,248
-165
-3% -$89K 0.25% 76
2023
Q1 		$3.12M Buy
5,413
+307
+6% +$173K 0.29% 61
2022
Q4 		$2.81M Buy
5,106
+2,069
+68% +$1.1M 0.26% 73
2022
Q3 		$1.54M Sell
3,037
-365
-11% -$204K 0.15% 149
2022
Q2 		$1.85M Sell
3,402
-132
-4% -$72.7K 0.18% 105
2022
Q1 		$2.09M Sell
3,534
-120
-3% -$68.9K 0.19% 99
2021
Q4 		$2.44M Buy
+3,654
New +$2.28M 0.22% 87

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's TMO Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Thermo Fisher Scientific (TMO) stake by 14% in Q1 2025, selling an estimated $380K and leaving 4,428 shares worth $2.2M. The position accounts for 0.18% of the portfolio, ranked #112.

Schechter Investment Advisors first reported a position in TMO in Q4 2021 and has held it in 14 quarters since. The position peaked at $4M in Q3 2024. 2,570 funds tracked by Wall St. Rank hold TMO as of Q1 2025.

  • Schechter Investment Advisors held 4,428 shares of Thermo Fisher Scientific worth $2.2M as of Q1 2025.
  • Schechter Investment Advisors sold 702 Thermo Fisher Scientific shares in Q1 2025, an estimated $380K.
  • Thermo Fisher Scientific made up 0.18% of Schechter Investment Advisors's portfolio in Q1 2025, its #112 holding.
  • Schechter Investment Advisors first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Thermo Fisher Scientific position peaked at $4M in Q3 2024.
  • 2,570 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.