Wealthspire Advisors (New York)’s Thermo Fisher Scientific TMO Stock Holding History

Wealthspire Advisors (New York)’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 Q2	$3.38M	Buy	6,737 +2,795	+71%	+$1.34M	0.02%	325
2026 Q1	$1.94M	Sell	3,942 -2,177	-36%	-$1.18M	0.02%	293
2025 Q4	$3.55M	Sell	6,119 -9,561	-61%	-$5.41M	0.03%	202
2025 Q3	$7.61M	Buy	15,680 +7,639	+95%	+$3.56M	0.04%	135
2025 Q2	$3.26M	Sell	8,041 -32	-0.4%	-$13.4K	0.02%	208
2025 Q1	$4.02M	Buy	8,073 +66	+0.8%	+$35.7K	0.02%	179
2024 Q4	$4.17M	Sell	8,007 -64	-0.8%	-$35.2K	0.04%	154
2024 Q3	$4.99M	Buy	8,071 +240	+3%	+$142K	0.05%	150
2024 Q2	$4.33M	Buy	7,831 +86	+1%	+$49.3K	0.06%	126
2024 Q1	$4.5M	Sell	7,745 -652	-8%	-$366K	0.06%	119
2023 Q4	$4.46M	Buy	8,397 +324	+4%	+$157K	0.06%	118
2023 Q3	$4.09M	Buy	8,073 +5,176	+179%	+$2.76M	0.07%	114
2023 Q2	$1.51M	Buy	2,897 +1,082	+60%	+$584K	0.02%	184
2023 Q1	$1.05M	Sell	1,815 -520	-22%	-$293K	0.02%	235
2022 Q4	$1.29M	Buy	2,335 +996	+74%	+$528K	0.02%	214
2022 Q3	$679K	Sell	1,339 -126	-9%	-$70.5K	0.01%	293
2022 Q2	$796K	Buy	1,465 +716	+96%	+$394K	0.02%	243
2022 Q1	$442K	Sell	749 -1,273	-63%	-$731K	0.01%	288
2021 Q4	$1.35M	Sell	2,022 -986	-33%	-$616K	0.03%	188
2021 Q3	$1.72M	Buy	3,008 +2,266	+305%	+$1.24M	0.04%	179
2021 Q2	$374K	Sell	742 -6,417	-90%	-$3.03M	0.01%	262
2021 Q1	$3.27M	Buy	7,159 +2,607	+57%	+$1.24M	0.08%	119
2020 Q4	$2.12M	Buy	4,552 +1,656	+57%	+$776K	0.06%	131
2020 Q3	$1.28M	Buy	2,896 +152	+6%	+$62.8K	0.08%	111
2020 Q2	$994K	Sell	2,744 -2,414	-47%	-$809K	0.07%	108
2020 Q1	$1.46M	Buy	5,158 +3,905	+312%	+$1.23M	0.06%	155
2019 Q4	$407K	Buy	1,253 +322	+35%	+$97.6K	0.03%	117
2019 Q3	$271K	Buy	+931	New	+$267K	0.02%	128
2019 Q1	–	Sell	-304	Closed	-$68K	–	716
2018 Q4	$68K	Buy	+304	New	+$71.3K	0.01%	153

Other funds holding TMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wealthspire Advisors (New York)'s TMO Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Thermo Fisher Scientific (TMO) stake by 71% in Q2 2026, buying an estimated $1.34M and bringing the position to 6,737 shares worth $3.38M. The position accounts for 0.02% of the portfolio, ranked #325.

Wealthspire Advisors (New York) first reported a position in TMO in Q4 2018 and has held it in 29 quarters since. The position peaked at $7.61M in Q3 2025. 2,630 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Wealthspire Advisors (New York) held 6,737 shares of Thermo Fisher Scientific worth $3.38M as of Q2 2026.
Wealthspire Advisors (New York) bought 2,795 Thermo Fisher Scientific shares in Q2 2026, an estimated $1.34M.
Thermo Fisher Scientific made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #325 holding.
Wealthspire Advisors (New York) first reported a position in Thermo Fisher Scientific in Q4 2018 and has held it in 29 quarters since.
Wealthspire Advisors (New York)'s Thermo Fisher Scientific position peaked at $7.61M in Q3 2025.
2,630 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.