Waterloo Capital’s Thermo Fisher Scientific TMO Stock Holding History

Waterloo Capital’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	$1.15M	Sell	2,333 -618	-21%	-$335K	0.08%	199
2025 Q4	$1.71M	Buy	2,951 +939	+47%	+$531K	0.12%	157
2025 Q3	$976K	Buy	2,012 +262	+15%	+$122K	0.07%	192
2025 Q2	$710K	Sell	1,750 -501	-22%	-$209K	0.06%	223
2025 Q1	$1.12M	Buy	2,251 +355	+19%	+$192K	0.1%	168
2024 Q4	$986K	Sell	1,896 -382	-17%	-$210K	0.1%	162
2024 Q3	$1.41M	Sell	2,278 -24	-1%	-$14.2K	0.15%	142
2024 Q2	$1.27M	Sell	2,302 -73	-3%	-$41.8K	0.15%	132
2024 Q1	$1.38M	Buy	2,375 +25	+1%	+$14K	0.18%	118
2023 Q4	$1.25M	Buy	2,350 +1,467	+166%	+$710K	0.2%	117
2023 Q3	$447K	Buy	883 +72	+9%	+$38.4K	0.13%	107
2023 Q2	$423K	Sell	811 -31	-4%	-$16.7K	0.12%	102
2023 Q1	$485K	Buy	+842	New	+$475K	0.15%	89

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

Waterloo Capital's TMO Position: Q1 2026 in Review

Waterloo Capital reduced its Thermo Fisher Scientific (TMO) stake by 21% in Q1 2026, selling an estimated $335K and leaving 2,333 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #199.

Waterloo Capital first reported a position in TMO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.71M in Q4 2025. 2,588 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Waterloo Capital held 2,333 shares of Thermo Fisher Scientific worth $1.15M as of Q1 2026.
Waterloo Capital sold 618 Thermo Fisher Scientific shares in Q1 2026, an estimated $335K.
Thermo Fisher Scientific made up 0.08% of Waterloo Capital's portfolio in Q1 2026, its #199 holding.
Waterloo Capital first reported a position in Thermo Fisher Scientific in Q1 2023 and has held it in 13 quarters since.
Waterloo Capital's Thermo Fisher Scientific position peaked at $1.71M in Q4 2025.
2,588 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.