WealthPLAN Partners’s Thermo Fisher Scientific TMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $481K | Sell |
959
-1,698
| -64% | -$815K | 0.09% | 165 |
|
|
2026
Q1 | $1.31M | Sell |
2,657
-1,319
| -33% | -$716K | 0.25% | 99 |
|
|
2025
Q4 | $2.3M | Sell |
3,976
-258
| -6% | -$146K | 0.34% | 86 |
|
|
2025
Q3 | $2.05M | Buy |
4,234
+241
| +6% | +$112K | 0.31% | 99 |
|
|
2025
Q2 | $1.62M | Sell |
3,993
-153
| -4% | -$64K | 0.26% | 97 |
|
|
2025
Q1 | $2.06M | Buy |
4,146
+1,274
| +44% | +$690K | 0.29% | 89 |
|
|
2024
Q4 | $1.49M | Sell |
2,872
-742
| -21% | -$408K | 0.21% | 104 |
|
|
2024
Q3 | $2.24M | Sell |
3,614
-506
| -12% | -$300K | 0.3% | 85 |
|
|
2024
Q2 | $2.28M | Buy |
4,120
+253
| +7% | +$145K | 0.24% | 99 |
|
|
2024
Q1 | $2.25M | Buy |
3,867
+524
| +16% | +$294K | 0.23% | 107 |
|
|
2023
Q4 | $1.77M | Sell |
3,343
-51
| -2% | -$24.7K | 0.18% | 127 |
|
|
2023
Q3 | $1.72M | Buy |
3,394
+1,888
| +125% | +$1.01M | 0.2% | 114 |
|
|
2023
Q2 | $786K | Sell |
1,506
-1,505
| -50% | -$812K | 0.11% | 151 |
|
|
2023
Q1 | $1.74M | Sell |
3,011
-1,444
| -32% | -$814K | 0.2% | 101 |
|
|
2022
Q4 | $2.55M | Buy |
+4,455
| New | +$2.36M | 0.18% | 106 |
|
|
2022
Q1 | $437K | Buy |
790
+54
| +7% | +$31K | 0.03% | 268 |
|
|
2021
Q4 | $428K | Buy |
736
+37
| +5% | +$23.1K | 0.03% | 269 |
|
|
2021
Q3 | $439K | Buy |
699
+22
| +3% | +$12.1K | 0.03% | 267 |
|
|
2021
Q2 | $364K | Buy |
677
+6
| +0.9% | +$2.83K | 0.03% | 268 |
|
|
2021
Q1 | $312K | Buy |
671
+7
| +1% | +$3.34K | 0.02% | 268 |
|
|
2020
Q4 | $325K | Hold |
664
| – | – | 0.03% | 258 |
|
|
2020
Q3 | $323K | Sell |
664
-310
| -32% | -$128K | 0.03% | 243 |
|
|
2020
Q2 | $406K | Buy |
974
+19
| +2% | +$6.37K | 0.04% | 208 |
|
|
2020
Q1 | $322K | Sell |
955
-20
| -2% | -$6.31K | 0.04% | 192 |
|
|
2019
Q4 | $326K | Buy |
975
+115
| +13% | +$34.9K | 0.04% | 191 |
|
|
2019
Q3 | $258K | Sell |
860
-86
| -9% | -$24.6K | 0.04% | 210 |
|
|
2019
Q2 | $260K | Sell |
946
-1,000
| -51% | -$275K | 0.04% | 197 |
|
|
2019
Q1 | $512K | Buy |
1,946
+75
| +4% | +$18.7K | 0.08% | 163 |
|
|
2018
Q4 | $473K | Sell |
1,871
-617
| -25% | -$145K | 0.08% | 159 |
|
|
2018
Q3 | $581K | Buy |
2,488
+190
| +8% | +$43.7K | 0.11% | 134 |
|
|
2018
Q2 | $476K | Buy |
2,298
+60
| +3% | +$12.7K | 0.1% | 142 |
|
|
2018
Q1 | $462K | Buy |
+2,238
| New | +$470K | 0.1% | 146 |
|
|
2016
Q3 | – | Sell |
-170
| Closed | -$25 | – | 1072 |
|
|
2016
Q2 | $25 | Buy |
+170
| New | +$25.1K | ﹤0.01% | 2472 |
|
|
2015
Q2 | $2K | Buy |
+19
| New | +$2.48K | ﹤0.01% | 391 |
|
Other funds holding TMO
WealthPLAN Partners's TMO Position: Q2 2026 in Review
WealthPLAN Partners reduced its Thermo Fisher Scientific (TMO) stake by 64% in Q2 2026, selling an estimated $815K and leaving 959 shares worth $481K. The position accounts for 0.09% of the portfolio, ranked #165.
WealthPLAN Partners first reported a position in TMO in Q2 2015 and has held it in 34 quarters since. The position peaked at $2.55M in Q4 2022. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.
- WealthPLAN Partners held 959 shares of Thermo Fisher Scientific worth $481K as of Q2 2026.
- WealthPLAN Partners sold 1,698 Thermo Fisher Scientific shares in Q2 2026, an estimated $815K.
- Thermo Fisher Scientific made up 0.09% of WealthPLAN Partners's portfolio in Q2 2026, its #165 holding.
- WealthPLAN Partners first reported a position in Thermo Fisher Scientific in Q2 2015 and has held it in 34 quarters since.
- WealthPLAN Partners's Thermo Fisher Scientific position peaked at $2.55M in Q4 2022.
- 2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.