Values Added Financial’s Thermo Fisher Scientific TMO Stock Holding History

Values Added Financial’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 Q2	$445K	Sell	888 -8	-0.9%	-$3.84K	0.16%	90
2026 Q1	$440K	Sell	896 -11	-1%	-$5.97K	0.19%	77
2025 Q4	$526K	Buy	907 +3	+0.3%	+$1.7K	0.22%	75
2025 Q3	$438K	Buy	904 +57	+7%	+$26.5K	0.2%	78
2025 Q2	$343K	Sell	847 -17	-2%	-$7.11K	0.17%	90
2025 Q1	$430K	Sell	864 -113	-12%	-$61.2K	0.24%	74
2024 Q4	$508K	Sell	977 -25	-2%	-$13.7K	0.29%	64
2024 Q3	$620K	Buy	1,002 +4	+0.4%	+$2.37K	0.39%	44
2024 Q2	$552K	Buy	998 +36	+4%	+$20.6K	0.4%	46
2024 Q1	$559K	Buy	962 +4	+0.4%	+$2.25K	0.44%	47
2023 Q4	$508K	Buy	958 +193	+25%	+$93.4K	0.42%	43
2023 Q3	$387K	Sell	765 -34	-4%	-$18.1K	0.35%	54
2023 Q2	$417K	Buy	+799	New	+$431K	0.39%	52

Other funds holding TMO

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Values Added Financial's TMO Position: Q2 2026 in Review

Values Added Financial reduced its Thermo Fisher Scientific (TMO) stake by 0.89% in Q2 2026, selling an estimated $3.84K and leaving 888 shares worth $445K. The position accounts for 0.16% of the portfolio, ranked #90.

Values Added Financial first reported a position in TMO in Q2 2023 and has held it in 13 quarters since. The position peaked at $620K in Q3 2024. 1,030 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Values Added Financial held 888 shares of Thermo Fisher Scientific worth $445K as of Q2 2026.
Values Added Financial sold 8 Thermo Fisher Scientific shares in Q2 2026, an estimated $3.84K.
Thermo Fisher Scientific made up 0.16% of Values Added Financial's portfolio in Q2 2026, its #90 holding.
Values Added Financial first reported a position in Thermo Fisher Scientific in Q2 2023 and has held it in 13 quarters since.
Values Added Financial's Thermo Fisher Scientific position peaked at $620K in Q3 2024.
1,030 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.