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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (New York)'s TMO Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Thermo Fisher Scientific (TMO) stake by 36% in Q1 2026, selling an estimated $1.18M and leaving 3,942 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #293.

Wealthspire Advisors (New York) first reported a position in TMO in Q4 2018 and has held it in 28 quarters since. The position peaked at $7.61M in Q3 2025. 2,590 funds tracked by Wall St. Rank hold TMO as of Q1 2026.

  • Wealthspire Advisors (New York) held 3,942 shares of Thermo Fisher Scientific worth $1.94M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,177 Thermo Fisher Scientific shares in Q1 2026, an estimated $1.18M.
  • Thermo Fisher Scientific made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #293 holding.
  • Wealthspire Advisors (New York) first reported a position in Thermo Fisher Scientific in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Thermo Fisher Scientific position peaked at $7.61M in Q3 2025.
  • 2,590 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.