SWA
TMO icon

Strata Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Strata Wealth 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 		$221K Sell
449
-10
-2% -$5.43K 0.06% 85
2025
Q4 		$266K Buy
459
+19
+4% +$10.7K 0.07% 78
2025
Q3 		$213K Buy
+440
New +$205K 0.06% 94
2025
Q1 		– Sell
-422
Closed -$220K – 78
2024
Q4 		$220K Buy
422
+26
+7% +$14.3K 0.07% 76
2024
Q3 		$245K Buy
396
+32
+9% +$18.9K 0.08% 68
2024
Q2 		$201K Sell
364
-38
-9% -$21.8K 0.07% 75
2024
Q1 		$234K Buy
+402
New +$226K 0.08% 68

Other funds holding TMO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strata Wealth Advisors's TMO Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 2.2% in Q1 2026, selling an estimated $5.43K and leaving 449 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #85.

Strata Wealth Advisors first reported a position in TMO in Q1 2024 and has held it in 7 quarters since. The position peaked at $266K in Q4 2025. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Strata Wealth Advisors held 449 shares of Thermo Fisher Scientific worth $221K as of Q1 2026.
  • Strata Wealth Advisors sold 10 Thermo Fisher Scientific shares in Q1 2026, an estimated $5.43K.
  • Thermo Fisher Scientific made up 0.06% of Strata Wealth Advisors's portfolio in Q1 2026, its #85 holding.
  • Strata Wealth Advisors first reported a position in Thermo Fisher Scientific in Q1 2024 and has held it in 7 quarters since.
  • Strata Wealth Advisors's Thermo Fisher Scientific position peaked at $266K in Q4 2025.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.