Stage Harbor Financial’s Thermo Fisher Scientific TMO Stock Holding History

Stage Harbor Financial’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
2025 Q2	–	Sell	-476	Closed	-$237K	–	62
2025 Q1	$237K	Sell	476 -53	-10%	-$28.7K	0.2%	55
2024 Q4	$275K	Sell	529 -14	-3%	-$7.7K	0.24%	44
2024 Q3	$324K	Sell	543 -3	-0.5%	-$1.78K	0.3%	34
2024 Q2	$302K	Sell	546 -14	-3%	-$8.02K	0.29%	31
2024 Q1	$325K	Buy	560 +4	+0.7%	+$2.25K	0.3%	32
2023 Q4	$295K	Buy	+556	New	+$269K	0.28%	31

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stage Harbor Financial's TMO Position: Q2 2025 in Review

Stage Harbor Financial sold out of Thermo Fisher Scientific (TMO) in Q2 2025, closing a stake of 476 shares — an estimated $237K sold.

Stage Harbor Financial first reported a position in TMO in Q4 2023 and held it in 6 quarters. The position peaked at $325K in Q1 2024. 2,453 funds tracked by Wall St. Rank hold TMO as of Q2 2025.

Stage Harbor Financial reported no remaining Thermo Fisher Scientific position as of Q2 2025 after selling out during the quarter.
Stage Harbor Financial sold 476 Thermo Fisher Scientific shares in Q2 2025, an estimated $237K.
Stage Harbor Financial first reported a position in Thermo Fisher Scientific in Q4 2023 and held it in 6 quarters.
Stage Harbor Financial's Thermo Fisher Scientific position peaked at $325K in Q1 2024.
2,453 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2025.

Based on Stage Harbor Financial's 13F filing for Q2 2025, filed 14 Aug 2025.