Smallwood Wealth Investment Management’s Thermo Fisher Scientific TMO Stock Holding History

Smallwood Wealth Investment 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	$64.7K	Sell	129 -3	-2%	-$1.44K	0.03%	166
2026 Q1	$64.9K	Hold	132	–	–	0.03%	154
2025 Q4	$76.5K	Sell	132 -17	-11%	-$9.61K	0.04%	140
2025 Q3	$72.3K	Buy	149 +72	+94%	+$33.5K	0.04%	145
2025 Q2	$31.2K	Buy	77 +3	+4%	+$1.25K	0.02%	211
2025 Q1	$36.8K	Buy	+74	New	+$40.1K	0.02%	188
2023 Q1	–	Sell	-368	Closed	-$203K	–	73
2022 Q4	$203K	Buy	+368	New	+$195K	0.17%	70
2022 Q3	–	Sell	-370	Closed	-$201K	–	78
2022 Q2	$201K	Buy	+370	New	+$204K	0.2%	59

Other funds holding TMO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Smallwood Wealth Investment Management's TMO Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Thermo Fisher Scientific (TMO) stake by 2.3% in Q2 2026, selling an estimated $1.44K and leaving 129 shares worth $64.7K. The position accounts for 0.03% of the portfolio, ranked #166.

Smallwood Wealth Investment Management first reported a position in TMO in Q2 2022 and has held it in 8 quarters since. The position peaked at $203K in Q4 2022. 1,282 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Smallwood Wealth Investment Management held 129 shares of Thermo Fisher Scientific worth $64.7K as of Q2 2026.
Smallwood Wealth Investment Management sold 3 Thermo Fisher Scientific shares in Q2 2026, an estimated $1.44K.
Thermo Fisher Scientific made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #166 holding.
Smallwood Wealth Investment Management first reported a position in Thermo Fisher Scientific in Q2 2022 and has held it in 8 quarters since.
Smallwood Wealth Investment Management's Thermo Fisher Scientific position peaked at $203K in Q4 2022.
1,282 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.