Wealthquest’s Thermo Fisher Scientific TMO Stock Holding History

Wealthquest’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	–	Sell	-350	Closed	-$203K	–	157
2025 Q4	$203K	Buy	+350	New	+$198K	0.02%	146

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

Wealthquest's TMO Position: Q1 2026 in Review

Wealthquest sold out of Thermo Fisher Scientific (TMO) in Q1 2026, closing a stake of 350 shares — an estimated $203K sold.

Wealthquest first reported a position in TMO in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 2,589 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

Wealthquest reported no remaining Thermo Fisher Scientific position as of Q1 2026 after selling out during the quarter.
Wealthquest sold 350 Thermo Fisher Scientific shares in Q1 2026, an estimated $203K.
Wealthquest first reported a position in Thermo Fisher Scientific in Q4 2025 and held it in 1 quarter.
Wealthquest's Thermo Fisher Scientific position peaked at $203K in Q4 2025.
2,589 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Wealthquest's 13F filing for Q1 2026, filed 7 May 2026.