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Strategic Wealth Partners’s Thermo Fisher Scientific TMO Stock Holding History

Strategic Wealth 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
2026
Q1 		$780K Sell
1,587
-62
-4% -$33.6K 0.05% 168
2025
Q4 		$956K Sell
1,649
-290
-15% -$164K 0.07% 154
2025
Q3 		$941K Buy
1,939
+222
+13% +$103K 0.07% 165
2025
Q2 		$696K Buy
+1,717
New +$718K 0.05% 179
2024
Q4 		$1.38M Sell
2,588
-28
-1% -$15.4K 0.11% 124
2024
Q3 		$1.62M Buy
2,616
+21
+0.8% +$12.4K 0.16% 109
2024
Q2 		$1.44M Sell
2,595
-93
-3% -$53.3K 0.15% 109
2024
Q1 		$1.56M Sell
2,688
-15
-0.6% -$8.42K 0.17% 99
2023
Q4 		$1.43M Sell
2,703
-76
-3% -$36.8K 0.18% 106
2023
Q3 		$1.41M Buy
2,779
+6
+0.2% +$3.2K 0.19% 132
2023
Q2 		$1.45M Sell
2,773
-264
-9% -$142K 0.19% 129
2023
Q1 		$1.75M Sell
3,037
-273
-8% -$154K 0.27% 102
2022
Q4 		$1.82M Buy
3,310
+84
+3% +$44.5K 0.34% 88
2022
Q3 		$1.64M Sell
3,226
-49
-1% -$27.4K 0.35% 98
2022
Q2 		$1.78M Sell
3,275
-208
-6% -$114K 0.38% 87
2022
Q1 		$2.06M Sell
3,483
-239
-6% -$137K 0.4% 87
2021
Q4 		$2.48M Sell
3,722
-51
-1% -$31.8K 0.47% 67
2021
Q3 		$2.16M Buy
3,773
+550
+17% +$302K 0.63% 37
2021
Q2 		$1.63M Buy
3,223
+2,471
+329% +$1.17M 0.53% 44
2021
Q1 		$343K Sell
752
-1,890
-72% -$902K 0.14% 159
2020
Q4 		$1.23M Sell
2,642
-83
-3% -$38.9K 0.52% 59
2020
Q3 		$1.2M Sell
2,725
-715
-21% -$295K 0.61% 45
2020
Q2 		$1.25M Buy
+3,440
New +$1.15M 0.64% 44
2018
Q3 		– Sell
-13
Closed -$3K – 698
2018
Q2 		$3K Hold
13
– – ﹤0.01% 676
2018
Q1 		$3K Buy
+13
New +$2.73K ﹤0.01% 697

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

Strategic Wealth Partners's TMO Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Thermo Fisher Scientific (TMO) stake by 3.8% in Q1 2026, selling an estimated $33.6K and leaving 1,587 shares worth $780K. The position accounts for 0.05% of the portfolio, ranked #168.

Strategic Wealth Partners first reported a position in TMO in Q1 2018 and has held it in 25 quarters since. The position peaked at $2.48M in Q4 2021. 2,587 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Strategic Wealth Partners held 1,587 shares of Thermo Fisher Scientific worth $780K as of Q1 2026.
  • Strategic Wealth Partners sold 62 Thermo Fisher Scientific shares in Q1 2026, an estimated $33.6K.
  • Thermo Fisher Scientific made up 0.05% of Strategic Wealth Partners's portfolio in Q1 2026, its #168 holding.
  • Strategic Wealth Partners first reported a position in Thermo Fisher Scientific in Q1 2018 and has held it in 25 quarters since.
  • Strategic Wealth Partners's Thermo Fisher Scientific position peaked at $2.48M in Q4 2021.
  • 2,587 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.