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Shepherd Financial Partners’s Thermo Fisher Scientific TMO Stock Holding History

Shepherd Financial Partners’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 		$207K Sell
412
-41
-9% -$19.7K 0.02% 250
2026
Q1 		$223K Hold
453
– – 0.02% 227
2025
Q4 		$262K Hold
453
– – 0.02% 211
2025
Q3 		$220K Buy
+453
New +$211K 0.02% 235
2025
Q2 		– Sell
-421
Closed -$209K – 246
2025
Q1 		$209K Buy
421
+30
+8% +$16.2K 0.02% 226
2024
Q4 		$203K Sell
391
-47
-11% -$25.8K 0.02% 215
2024
Q3 		$271K Hold
438
– – 0.03% 188
2024
Q2 		$242K Hold
438
– – 0.03% 190
2024
Q1 		$255K Buy
+438
New +$246K 0.03% 191

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

Shepherd Financial Partners's TMO Position: Q2 2026 in Review

Shepherd Financial Partners reduced its Thermo Fisher Scientific (TMO) stake by 9.1% in Q2 2026, selling an estimated $19.7K and leaving 412 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #250.

Shepherd Financial Partners first reported a position in TMO in Q1 2024 and has held it in 9 quarters since. The position peaked at $271K in Q3 2024. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Shepherd Financial Partners held 412 shares of Thermo Fisher Scientific worth $207K as of Q2 2026.
  • Shepherd Financial Partners sold 41 Thermo Fisher Scientific shares in Q2 2026, an estimated $19.7K.
  • Thermo Fisher Scientific made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #250 holding.
  • Shepherd Financial Partners first reported a position in Thermo Fisher Scientific in Q1 2024 and has held it in 9 quarters since.
  • Shepherd Financial Partners's Thermo Fisher Scientific position peaked at $271K in Q3 2024.
  • 2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.