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TrinityPoint Wealth’s Thermo Fisher Scientific TMO Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$2.21M Buy
4,242
+280
+7% +$154K 0.31% 76
2024
Q3 		$2.45M Sell
3,962
-49
-1% -$29K 0.35% 74
2024
Q2 		$2.22M Buy
4,011
+136
+4% +$77.9K 0.35% 73
2024
Q1 		$2.25M Sell
3,875
-205
-5% -$115K 0.37% 71
2023
Q4 		$2.17M Buy
4,080
+164
+4% +$79.4K 0.39% 67
2023
Q3 		$1.98M Buy
3,916
+640
+20% +$341K 0.39% 67
2023
Q2 		$1.71M Buy
3,276
+21
+0.6% +$11.3K 0.33% 81
2023
Q1 		$1.88M Buy
3,255
+596
+22% +$336K 0.4% 67
2022
Q4 		$1.46M Sell
2,659
-717
-21% -$380K 0.33% 79
2022
Q3 		$1.71M Buy
3,376
+53
+2% +$29.7K 0.39% 70
2022
Q2 		$1.8M Buy
3,323
+2,772
+503% +$1.53M 0.4% 65
2022
Q1 		$325K Buy
551
+16
+3% +$9.19K 0.06% 236
2021
Q4 		$357K Sell
535
-49
-8% -$30.6K 0.06% 224
2021
Q3 		$334K Buy
584
+50
+9% +$27.4K 0.06% 224
2021
Q2 		$269K Buy
534
+8
+2% +$3.77K 0.06% 223
2021
Q1 		$240K Sell
526
-9
-2% -$4.3K 0.06% 216
2020
Q4 		$272K Sell
535
-14
-3% -$6.56K 0.07% 201
2020
Q3 		$242K Sell
549
-18
-3% -$7.44K 0.07% 194
2020
Q2 		$205K Buy
+567
New +$190K 0.06% 200
2020
Q1 		– Sell
-624
Closed -$203K – 220
2019
Q4 		$203K Buy
+624
New +$189K 0.07% 204
2019
Q2 		– Sell
-734
Closed -$201K – 184
2019
Q1 		$201K Buy
+734
New +$183K 0.1% 173

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TrinityPoint Wealth's TMO Position: Q4 2024 in Review

TrinityPoint Wealth increased its Thermo Fisher Scientific (TMO) stake by 7.1% in Q4 2024, buying an estimated $154K and bringing the position to 4,242 shares worth $2.21M. The position accounts for 0.31% of the portfolio, ranked #76.

TrinityPoint Wealth first reported a position in TMO in Q1 2019 and has held it in 21 quarters since. The position peaked at $2.45M in Q3 2024. 2,616 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

  • TrinityPoint Wealth held 4,242 shares of Thermo Fisher Scientific worth $2.21M as of Q4 2024.
  • TrinityPoint Wealth bought 280 Thermo Fisher Scientific shares in Q4 2024, an estimated $154K.
  • Thermo Fisher Scientific made up 0.31% of TrinityPoint Wealth's portfolio in Q4 2024, its #76 holding.
  • TrinityPoint Wealth first reported a position in Thermo Fisher Scientific in Q1 2019 and has held it in 21 quarters since.
  • TrinityPoint Wealth's Thermo Fisher Scientific position peaked at $2.45M in Q3 2024.
  • 2,616 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.