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Steel Grove Capital Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Steel Grove Capital 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
Q2 		$380K Sell
758
-127
-14% -$61K 0.04% 161
2026
Q1 		$435K Buy
885
+197
+29% +$107K 0.05% 147
2025
Q4 		$399K Sell
688
-69
-9% -$39K 0.04% 132
2025
Q3 		$307K Hold
757
– – 0.04% 149
2025
Q2 		$307K Buy
757
+30
+4% +$12.5K 0.04% 147
2025
Q1 		$362K Sell
727
-24
-3% -$13K 0.05% 126
2024
Q4 		$391K Sell
751
-160
-18% -$88K 0.05% 124
2024
Q3 		$560K Sell
911
-500
-35% -$296K 0.08% 111
2024
Q2 		$780K Buy
1,411
+197
+16% +$113K 0.11% 91
2024
Q1 		$706K Buy
1,214
+398
+49% +$223K 0.09% 105
2023
Q4 		$433K Sell
816
-11
-1% -$5.32K 0.06% 107
2023
Q3 		$419K Buy
827
+54
+7% +$28.8K 0.06% 121
2023
Q2 		$403K Buy
773
+50
+7% +$27K 0.05% 122
2023
Q1 		$417K Hold
723
– – 0.06% 117
2022
Q4 		$398K Sell
723
-44
-6% -$23.3K 0.06% 117
2022
Q3 		$389K Buy
767
+12
+2% +$6.72K 0.07% 104
2022
Q2 		$410K Hold
755
– – 0.08% 94
2022
Q1 		$446K Hold
755
– – 0.07% 103
2021
Q4 		$504K Hold
755
– – 0.1% 91
2021
Q3 		$431K Buy
+755
New +$414K 0.1% 99

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

Steel Grove Capital Advisors's TMO Position: Q2 2026 in Review

Steel Grove Capital Advisors reduced its Thermo Fisher Scientific (TMO) stake by 14% in Q2 2026, selling an estimated $61K and leaving 758 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #161.

Steel Grove Capital Advisors first reported a position in TMO in Q3 2021 and has held it in 20 quarters since. The position peaked at $780K in Q2 2024. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Steel Grove Capital Advisors held 758 shares of Thermo Fisher Scientific worth $380K as of Q2 2026.
  • Steel Grove Capital Advisors sold 127 Thermo Fisher Scientific shares in Q2 2026, an estimated $61K.
  • Thermo Fisher Scientific made up 0.04% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #161 holding.
  • Steel Grove Capital Advisors first reported a position in Thermo Fisher Scientific in Q3 2021 and has held it in 20 quarters since.
  • Steel Grove Capital Advisors's Thermo Fisher Scientific position peaked at $780K in Q2 2024.
  • 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.