SWM
TMO icon

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

SHP 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 		$170K Buy
339
+121
+56% +$58.1K 0.01% 328
2026
Q1 		$107K Buy
218
+41
+23% +$22.3K 0.01% 374
2025
Q4 		$102K Buy
+177
New +$100K 0.01% 347

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 56% in Q2 2026, buying an estimated $58.1K and bringing the position to 339 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #328.

SHP Wealth Management first reported a position in TMO in Q4 2025 and has held it in 3 quarters since. 2,628 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • SHP Wealth Management held 339 shares of Thermo Fisher Scientific worth $170K as of Q2 2026.
  • SHP Wealth Management bought 121 Thermo Fisher Scientific shares in Q2 2026, an estimated $58.1K.
  • Thermo Fisher Scientific made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #328 holding.
  • SHP Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2025 and has held it in 3 quarters since.
  • 2,628 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.