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Wells Trecaso Financial Group’s Thermo Fisher Scientific TMO Stock Holding History

Wells Trecaso Financial Group’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
Q3 		$3.08M Sell
6,344
-4,884
-43% -$2.27M 1.46% 21
2025
Q2 		$4.55M Buy
11,228
+290
+3% +$121K 1.41% 24
2025
Q1 		$5.44M Buy
10,938
+145
+1% +$78.5K 1.82% 21
2024
Q4 		$5.61M Buy
10,793
+57
+0.5% +$31.3K 1.84% 22
2024
Q3 		$6.64M Sell
10,736
-4
-0% -$2.37K 2.18% 17
2024
Q2 		$5.94M Buy
10,740
+41
+0.4% +$23.5K 2.05% 20
2024
Q1 		$6.22M Buy
10,699
+231
+2% +$130K 2.2% 19
2023
Q4 		$5.56M Buy
10,468
+37
+0.4% +$17.9K 2.24% 19
2023
Q3 		$5.28M Buy
10,431
+18
+0.2% +$9.59K 2.35% 17
2023
Q2 		$5.43M Sell
10,413
-248
-2% -$134K 2.34% 17
2023
Q1 		$6.14M Sell
10,661
-263
-2% -$148K 2.85% 12
2022
Q4 		$6.02M Sell
10,924
-186
-2% -$98.6K 3% 11
2022
Q3 		$5.63M Sell
11,110
-201
-2% -$112K 3.09% 10
2022
Q2 		$6.14M Sell
11,311
-232
-2% -$128K 3.18% 9
2022
Q1 		$6.82M Sell
11,543
-544
-5% -$313K 3.04% 9
2021
Q4 		$8.06M Sell
12,087
-1,834
-13% -$1.15M 3.51% 7
2021
Q3 		$7.95M Sell
13,921
-683
-5% -$375K 3.79% 6
2021
Q2 		$7.37M Sell
14,604
-345
-2% -$163K 3.54% 9
2021
Q1 		$6.82M Sell
14,949
-251
-2% -$120K 3.6% 8
2020
Q4 		$7.08M Sell
15,200
-218
-1% -$102K 3.94% 5
2020
Q3 		$6.81M Sell
15,418
-2,097
-12% -$866K 4.34% 4
2020
Q2 		$6.35M Sell
17,515
-213
-1% -$71.4K 4.38% 4
2020
Q1 		$5.03M Buy
17,728
+56
+0.3% +$17.7K 4.48% 6
2019
Q4 		$5.74M Sell
17,672
-593
-3% -$180K 4.15% 6
2019
Q3 		$5.32M Sell
18,265
-95
-0.5% -$27.2K 4.24% 6
2019
Q2 		$5.39M Sell
18,360
-397
-2% -$109K 4.43% 6
2019
Q1 		$5.13M Sell
18,757
-355
-2% -$88.3K 4.31% 6
2018
Q4 		$4.28M Buy
19,112
+126
+0.7% +$29.6K 4.09% 6
2018
Q3 		$4.63M Sell
18,986
-235
-1% -$54.1K 3.85% 8
2018
Q2 		$3.98M Buy
19,221
+332
+2% +$70.5K 3.73% 8
2018
Q1 		$3.9M Buy
18,889
+729
+4% +$153K 3.71% 9
2017
Q4 		$3.45M Buy
+18,160
New +$3.48M 3.38% 12

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Trecaso Financial Group's TMO Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its Thermo Fisher Scientific (TMO) stake by 43% in Q3 2025, selling an estimated $2.27M and leaving 6,344 shares worth $3.08M. The position accounts for 1.46% of the portfolio, ranked #21.

Wells Trecaso Financial Group first reported a position in TMO in Q4 2017 and has held it in 32 quarters since. The position peaked at $8.06M in Q4 2021. 2,509 funds tracked by Wall St. Rank hold TMO as of Q3 2025.

  • Wells Trecaso Financial Group held 6,344 shares of Thermo Fisher Scientific worth $3.08M as of Q3 2025.
  • Wells Trecaso Financial Group sold 4,884 Thermo Fisher Scientific shares in Q3 2025, an estimated $2.27M.
  • Thermo Fisher Scientific made up 1.46% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #21 holding.
  • Wells Trecaso Financial Group first reported a position in Thermo Fisher Scientific in Q4 2017 and has held it in 32 quarters since.
  • Wells Trecaso Financial Group's Thermo Fisher Scientific position peaked at $8.06M in Q4 2021.
  • 2,509 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.