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Sendero Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Sendero Wealth Management’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 		$284K Sell
566
-5
-0.9% -$2.4K 0.03% 191
2026
Q1 		$281K Buy
+571
New +$310K 0.03% 184
2024
Q1 		– Sell
-2,052
Closed -$1.09M – 159
2023
Q4 		$1.09M Buy
2,052
+26
+1% +$12.6K 0.21% 75
2023
Q3 		$1.03M Buy
2,026
+65
+3% +$34.6K 0.22% 74
2023
Q2 		$1.02M Buy
+1,961
New +$1.06M 0.22% 77

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

Sendero Wealth Management's TMO Position: Q2 2026 in Review

Sendero Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 0.88% in Q2 2026, selling an estimated $2.4K and leaving 566 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #191.

Sendero Wealth Management first reported a position in TMO in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.09M in Q4 2023. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Sendero Wealth Management held 566 shares of Thermo Fisher Scientific worth $284K as of Q2 2026.
  • Sendero Wealth Management sold 5 Thermo Fisher Scientific shares in Q2 2026, an estimated $2.4K.
  • Thermo Fisher Scientific made up 0.03% of Sendero Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Sendero Wealth Management first reported a position in Thermo Fisher Scientific in Q2 2023 and has held it in 5 quarters since.
  • Sendero Wealth Management's Thermo Fisher Scientific position peaked at $1.09M in Q4 2023.
  • 2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.