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Sound View Wealth Advisors Group’s Thermo Fisher Scientific TMO Stock Holding History

Sound View Wealth Advisors Group’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 		$2.37M Sell
4,720
-420
-8% -$202K 0.15% 124
2026
Q1 		$2.53M Buy
5,140
+133
+3% +$72.2K 0.17% 115
2025
Q4 		$2.9M Sell
5,007
-176
-3% -$99.5K 0.19% 108
2025
Q3 		$2.51M Sell
5,183
-46
-0.9% -$21.4K 0.17% 119
2025
Q2 		$2.12M Buy
5,229
+1,051
+25% +$439K 0.16% 125
2025
Q1 		$2.08M Sell
4,178
-74
-2% -$40.1K 0.17% 119
2024
Q4 		$2.21M Sell
4,252
-107
-2% -$58.8K 0.18% 115
2024
Q3 		$2.7M Buy
4,359
+302
+7% +$179K 0.22% 108
2024
Q2 		$2.24M Sell
4,057
-17
-0.4% -$9.74K 0.23% 100
2024
Q1 		$2.37M Sell
4,074
-395
-9% -$222K 0.25% 95
2023
Q4 		$2.37M Sell
4,469
-18
-0.4% -$8.71K 0.26% 96
2023
Q3 		$2.27M Buy
4,487
+324
+8% +$173K 0.28% 87
2023
Q2 		$2.17M Sell
4,163
-279
-6% -$151K 0.28% 83
2023
Q1 		$2.56M Sell
4,442
-27
-0.6% -$15.2K 0.35% 71
2022
Q4 		$2.37M Buy
4,469
+812
+22% +$430K 0.26% 96
2022
Q3 		$1.85M Sell
3,657
-11
-0.3% -$6.16K 0.42% 66
2022
Q2 		$1.99M Buy
3,668
+381
+12% +$210K 0.42% 66
2022
Q1 		$1.94M Buy
3,287
+2
+0.1% +$1.15K 0.37% 66
2021
Q4 		$2.19M Sell
3,285
-10
-0.3% -$6.24K 0.41% 60
2021
Q3 		$1.88M Buy
3,295
+60
+2% +$32.9K 0.39% 61
2021
Q2 		$1.63M Sell
3,235
-124
-4% -$58.5K 0.34% 78
2021
Q1 		$1.53M Sell
3,359
-2
-0.1% -$955 0.36% 81
2020
Q4 		$1.57M Sell
3,361
-197
-6% -$92.4K 0.38% 71
2020
Q3 		$1.57M Sell
3,558
-59
-2% -$24.4K 0.41% 63
2020
Q2 		$1.31M Sell
3,617
-34
-0.9% -$11.4K 0.37% 77
2020
Q1 		$1.03M Buy
3,651
+293
+9% +$92.4K 0.36% 79
2019
Q4 		$1.09M Sell
3,358
-592
-15% -$180K 0.31% 89
2019
Q3 		$1.15M Sell
3,950
-78
-2% -$22.3K 0.34% 85
2019
Q2 		$1.18M Buy
+4,028
New +$1.11M 0.35% 81

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

Sound View Wealth Advisors Group's TMO Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Thermo Fisher Scientific (TMO) stake by 8.2% in Q2 2026, selling an estimated $202K and leaving 4,720 shares worth $2.37M. The position accounts for 0.15% of the portfolio, ranked #124.

Sound View Wealth Advisors Group first reported a position in TMO in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.9M in Q4 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Sound View Wealth Advisors Group held 4,720 shares of Thermo Fisher Scientific worth $2.37M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 420 Thermo Fisher Scientific shares in Q2 2026, an estimated $202K.
  • Thermo Fisher Scientific made up 0.15% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #124 holding.
  • Sound View Wealth Advisors Group first reported a position in Thermo Fisher Scientific in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Thermo Fisher Scientific position peaked at $2.9M in Q4 2025.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.