TA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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