TruWealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

TruWealth 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
2024 Q4	–	Sell	-404	Closed	-$250K	–	172
2024 Q3	$250K	Hold	404	–	–	0.02%	146
2024 Q2	$223K	Sell	404 -25	-6%	-$14.3K	0.01%	154
2024 Q1	$250K	Buy	429 +7	+2%	+$3.93K	0.02%	145
2023 Q4	$224K	Sell	422 -707	-63%	-$342K	0.02%	142
2023 Q3	$572K	Buy	1,129 +90	+9%	+$48K	0.05%	85
2023 Q2	$542K	Sell	1,039 -16	-2%	-$8.63K	0.05%	84
2023 Q1	$608K	Sell	1,055 -1	-0.1%	-$564	0.06%	85
2022 Q4	$582K	Buy	1,056 +304	+40%	+$161K	0.06%	86
2022 Q3	$381K	Sell	752 -50	-6%	-$28K	0.04%	90
2022 Q2	$435K	Buy	+802	New	+$441K	0.05%	85

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

TruWealth Advisors's TMO Position: Q4 2024 in Review

TruWealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2024, closing a stake of 404 shares — an estimated $250K sold.

TruWealth Advisors first reported a position in TMO in Q2 2022 and held it in 10 quarters. The position peaked at $608K in Q1 2023. 2,623 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

TruWealth Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2024 after selling out during the quarter.
TruWealth Advisors sold 404 Thermo Fisher Scientific shares in Q4 2024, an estimated $250K.
TruWealth Advisors first reported a position in Thermo Fisher Scientific in Q2 2022 and held it in 10 quarters.
TruWealth Advisors's Thermo Fisher Scientific position peaked at $608K in Q1 2023.
2,623 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on TruWealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.