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

Triad 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 		$214K Sell
436
-54
-11% -$29.3K 0.02% 458
2025
Q4 		$284K Buy
+490
New +$277K 0.03% 396
2024
Q3 		– Sell
-78
Closed -$43.1K – 828
2024
Q2 		$43.1K Buy
+78
New +$44.7K 0.02% 251

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

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

Triad Wealth Partners reduced its Thermo Fisher Scientific (TMO) stake by 11% in Q1 2026, selling an estimated $29.3K and leaving 436 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #458.

Triad Wealth Partners first reported a position in TMO in Q2 2024 and has held it in 3 quarters since. The position peaked at $284K in Q4 2025. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Triad Wealth Partners held 436 shares of Thermo Fisher Scientific worth $214K as of Q1 2026.
  • Triad Wealth Partners sold 54 Thermo Fisher Scientific shares in Q1 2026, an estimated $29.3K.
  • Thermo Fisher Scientific made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #458 holding.
  • Triad Wealth Partners first reported a position in Thermo Fisher Scientific in Q2 2024 and has held it in 3 quarters since.
  • Triad Wealth Partners's Thermo Fisher Scientific position peaked at $284K in Q4 2025.
  • 2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.