Souders Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Souders Financial 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
2026 Q1	$519K	Buy	1,056 +137	+15%	+$74.3K	0.06%	140
2025 Q4	$533K	Buy	919 +26	+3%	+$14.7K	0.06%	130
2025 Q3	$433K	Buy	893 +288	+48%	+$134K	0.05%	140
2025 Q2	$245K	Buy	+605	New	+$253K	0.03%	182
2023 Q4	–	Sell	-1,647	Closed	-$833K	–	158
2023 Q3	$833K	Sell	1,647 -50	-3%	-$26.6K	0.16%	92
2023 Q2	$885K	Buy	1,697 +165	+11%	+$89K	0.17%	86
2023 Q1	$883K	Sell	1,532 -31	-2%	-$17.5K	0.19%	87
2022 Q4	$860K	Sell	1,563 -42	-3%	-$22.3K	0.2%	87
2022 Q3	$814K	Buy	1,605 +19	+1%	+$10.6K	0.22%	83
2022 Q2	$862K	Buy	1,586 +1,240	+358%	+$683K	0.25%	75
2022 Q1	$205K	Sell	346 -10	-3%	-$5.74K	0.06%	140
2021 Q4	$238K	Sell	356 -4	-1%	-$2.5K	0.07%	127
2021 Q3	$206K	Buy	+360	New	+$198K	0.07%	130

Other funds holding TMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Souders Financial Advisors's TMO Position: Q1 2026 in Review

Souders Financial Advisors increased its Thermo Fisher Scientific (TMO) stake by 15% in Q1 2026, buying an estimated $74.3K and bringing the position to 1,056 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #140.

Souders Financial Advisors first reported a position in TMO in Q3 2021 and has held it in 13 quarters since. The position peaked at $885K in Q2 2023. 2,589 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Souders Financial Advisors held 1,056 shares of Thermo Fisher Scientific worth $519K as of Q1 2026.
Souders Financial Advisors bought 137 Thermo Fisher Scientific shares in Q1 2026, an estimated $74.3K.
Thermo Fisher Scientific made up 0.06% of Souders Financial Advisors's portfolio in Q1 2026, its #140 holding.
Souders Financial Advisors first reported a position in Thermo Fisher Scientific in Q3 2021 and has held it in 13 quarters since.
Souders Financial Advisors's Thermo Fisher Scientific position peaked at $885K in Q2 2023.
2,589 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.