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Waverton Investment Management’s Thermo Fisher Scientific TMO Stock Holding History

Waverton Investment Management’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
2025
Q4 		– Sell
-691,342
Closed -$335M – 84
2025
Q3 		$335M Buy
691,342
+26,342
+4% +$12.3M 4.31% 7
2025
Q2 		$270M Buy
665,000
+70,271
+12% +$29.4M 3.71% 10
2025
Q1 		$296M Buy
594,729
+52,324
+10% +$28.3M 4.58% 5
2024
Q4 		$282M Buy
542,405
+62,189
+13% +$34.2M 4.49% 5
2024
Q3 		$297M Buy
480,216
+49,100
+11% +$29.1M 4.88% 3
2024
Q2 		$238M Buy
431,116
+65,120
+18% +$37.3M 4.49% 5
2024
Q1 		$213M Buy
365,996
+89,688
+32% +$50.3M 4.42% 6
2023
Q4 		$147M Buy
276,308
+153,344
+125% +$74.2M 3.56% 16
2023
Q3 		$62.3M Sell
122,964
-3,699
-3% -$1.97M 1.8% 21
2023
Q2 		$66M Buy
126,663
+44,130
+53% +$23.8M 1.88% 21
2023
Q1 		$47.6M Buy
82,533
+1,042
+1% +$587K 1.47% 21
2022
Q4 		$44.9M Buy
81,491
+1,702
+2% +$902K 1.65% 18
2022
Q3 		$40.5M Buy
79,789
+11,819
+17% +$6.61M 1.66% 18
2022
Q2 		$36.9M Buy
67,970
+8,350
+14% +$4.6M 1.44% 21
2022
Q1 		$35.2M Buy
59,620
+6,927
+13% +$3.98M 1.19% 23
2021
Q4 		$35.2M Buy
52,693
+38,393
+268% +$24M 1.12% 23
2021
Q3 		$8.17M Hold
14,300
– – 0.32% 33
2021
Q2 		$7.21M Sell
14,300
-1,400
-9% -$661K 0.28% 34
2021
Q1 		$7.17M Hold
15,700
– – 0.31% 31
2020
Q4 		$7.31M Buy
15,700
+3,700
+31% +$1.73M 0.34% 34
2020
Q3 		$5.3M Hold
12,000
– – 0.26% 33
2020
Q2 		$4.35M Sell
12,000
-2,001
-14% -$671K 0.24% 33
2020
Q1 		$3.97M Buy
+14,001
New +$4.41M 0.26% 32

Other funds holding TMO

JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waverton Investment Management's TMO Position: Q4 2025 in Review

Waverton Investment Management sold out of Thermo Fisher Scientific (TMO) in Q4 2025, closing a stake of 691,342 shares — an estimated $335M sold.

Waverton Investment Management first reported a position in TMO in Q1 2020 and held it in 23 quarters. The position peaked at $335M in Q3 2025. 2,701 funds tracked by Wall St. Rank hold TMO as of Q4 2025.

  • Waverton Investment Management reported no remaining Thermo Fisher Scientific position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 691,342 Thermo Fisher Scientific shares in Q4 2025, an estimated $335M.
  • Waverton Investment Management first reported a position in Thermo Fisher Scientific in Q1 2020 and held it in 23 quarters.
  • Waverton Investment Management's Thermo Fisher Scientific position peaked at $335M in Q3 2025.
  • 2,701 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.