Values Added Financial
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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
Q3 		$608K Buy
900
+12
+1% +$7.13K 0.22% 71
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% +$2.24K 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
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Values Added Financial's TMO Position: Q3 2026 in Review

Values Added Financial increased its Thermo Fisher Scientific (TMO) stake by 1.4% in Q3 2026, buying an estimated $7.13K and bringing the position to 900 shares worth $608K. The position accounts for 0.22% of the portfolio, ranked #71.

Values Added Financial first reported a position in TMO in Q2 2023 and has held it in 14 quarters since. The position peaked at $620K in Q3 2024. 1,160 funds tracked by Wall St. Rank hold TMO as of Q3 2026.

  • Values Added Financial held 900 shares of Thermo Fisher Scientific worth $608K as of Q3 2026.
  • Values Added Financial bought 12 Thermo Fisher Scientific shares in Q3 2026, an estimated $7.13K.
  • Thermo Fisher Scientific made up 0.22% of Values Added Financial's portfolio in Q3 2026, its #71 holding.
  • Values Added Financial first reported a position in Thermo Fisher Scientific in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's Thermo Fisher Scientific position peaked at $620K in Q3 2024.
  • 1,160 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.