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 Q2	–	Sell	-449	Closed	-$221K	–	102
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Strata Wealth Advisors's TMO Position: Q2 2026 in Review

Strata Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q2 2026, closing a stake of 449 shares — an estimated $221K sold.

Strata Wealth Advisors first reported a position in TMO in Q1 2024 and held it in 7 quarters. The position peaked at $266K in Q4 2025. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Strata Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q2 2026 after selling out during the quarter.
Strata Wealth Advisors sold 449 Thermo Fisher Scientific shares in Q2 2026, an estimated $221K.
Strata Wealth Advisors first reported a position in Thermo Fisher Scientific in Q1 2024 and held it in 7 quarters.
Strata Wealth Advisors's Thermo Fisher Scientific position peaked at $266K in Q4 2025.
2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.