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Summit Wealth Group (Colorado)’s Thermo Fisher Scientific TMO Stock Holding History

Summit Wealth Group (Colorado)’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 		$355K Sell
707
-42
-6% -$20.2K 0.03% 275
2026
Q1 		$368K Buy
+749
New +$406K 0.04% 225
2025
Q4 		– Sell
-3,656
Closed -$1.85M – 609
2025
Q3 		$1.85M Buy
+3,656
New +$1.7M 0.2% 94

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 $3.38T AUM 44.17% 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

Summit Wealth Group (Colorado)'s TMO Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Thermo Fisher Scientific (TMO) stake by 5.6% in Q2 2026, selling an estimated $20.2K and leaving 707 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #275.

Summit Wealth Group (Colorado) first reported a position in TMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.85M in Q3 2025. 2,630 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Summit Wealth Group (Colorado) held 707 shares of Thermo Fisher Scientific worth $355K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 42 Thermo Fisher Scientific shares in Q2 2026, an estimated $20.2K.
  • Thermo Fisher Scientific made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #275 holding.
  • Summit Wealth Group (Colorado) first reported a position in Thermo Fisher Scientific in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Thermo Fisher Scientific position peaked at $1.85M in Q3 2025.
  • 2,630 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.