Stockbridge Partners’s Thermo Fisher Scientific TMO Stock Holding History

Stockbridge Partners’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 Q4	–	Sell	-207,584	Closed	-$101M	–	15
2025 Q3	$101M	Sell	207,584 -404,367	-66%	-$188M	1.95%	13
2025 Q2	$248M	Sell	611,951 -35,358	-5%	-$14.8M	4.85%	11
2025 Q1	$322M	Buy	647,309 +80,726	+14%	+$43.7M	7.13%	10
2024 Q4	$295M	Sell	566,583 -10,000	-2%	-$5.5M	6.25%	9
2024 Q3	$357M	Sell	576,583 -55,835	-9%	-$33.1M	7.16%	6
2024 Q2	$350M	Sell	632,418 -72,004	-10%	-$41.2M	7.23%	8
2024 Q1	$409M	Sell	704,422 -21,012	-3%	-$11.8M	8.43%	5
2023 Q4	$385M	Buy	725,434 +86,579	+14%	+$41.9M	8.23%	3
2023 Q3	$323M	Buy	+638,855	New	+$340M	7.19%	5

Other funds holding TMO

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

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

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

Stockbridge Partners's TMO Position: Q4 2025 in Review

Stockbridge Partners sold out of Thermo Fisher Scientific (TMO) in Q4 2025, closing a stake of 207,584 shares — an estimated $101M sold.

Stockbridge Partners first reported a position in TMO in Q3 2023 and held it in 9 quarters. The position peaked at $409M in Q1 2024. 2,699 funds tracked by Wall St. Rank hold TMO as of Q4 2025.

Stockbridge Partners reported no remaining Thermo Fisher Scientific position as of Q4 2025 after selling out during the quarter.
Stockbridge Partners sold 207,584 Thermo Fisher Scientific shares in Q4 2025, an estimated $101M.
Stockbridge Partners first reported a position in Thermo Fisher Scientific in Q3 2023 and held it in 9 quarters.
Stockbridge Partners's Thermo Fisher Scientific position peaked at $409M in Q1 2024.
2,699 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2025.

Based on Stockbridge Partners's 13F filing for Q4 2025, filed 17 Feb 2026.