UP Strategic Wealth Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History

UP Strategic Wealth Investment 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
2026 Q1	$296K	Hold	624	–	–	0.19%	70
2025 Q4	$339K	Hold	624	–	–	0.25%	63
2025 Q3	$329K	Sell	624 -279	-31%	-$130K	0.25%	60
2025 Q2	$366K	Buy	903 +102	+13%	+$42.6K	0.29%	56
2025 Q1	$399K	Sell	801 -54	-6%	-$29.2K	0.35%	49
2024 Q4	$445K	Buy	855 +113	+15%	+$62.1K	0.44%	41
2024 Q3	$459K	Buy	742 +290	+64%	+$172K	0.51%	37
2024 Q2	$250K	Buy	452 +29	+7%	+$16.6K	0.38%	49
2024 Q1	$246K	Sell	423 -8	-2%	-$4.49K	0.4%	48
2023 Q4	$229K	Buy	+431	New	+$209K	0.42%	48

Other funds holding TMO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's TMO Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its Thermo Fisher Scientific (TMO) position steady in Q1 2026 at 624 shares worth $296K. The position accounts for 0.19% of the portfolio, ranked #70.

UP Strategic Wealth Investment Advisors first reported a position in TMO in Q4 2023 and has held it in 10 quarters since. The position peaked at $459K in Q3 2024. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

UP Strategic Wealth Investment Advisors held 624 shares of Thermo Fisher Scientific worth $296K as of Q1 2026.
UP Strategic Wealth Investment Advisors left its Thermo Fisher Scientific share count unchanged in Q1 2026.
Thermo Fisher Scientific made up 0.19% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #70 holding.
UP Strategic Wealth Investment Advisors first reported a position in Thermo Fisher Scientific in Q4 2023 and has held it in 10 quarters since.
UP Strategic Wealth Investment Advisors's Thermo Fisher Scientific position peaked at $459K in Q3 2024.
2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.