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Worth Financial Advisory Group’s Thermo Fisher Scientific TMO Stock Holding History

Worth Financial Advisory 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
2026
Q2 		$885K Buy
+1,766
New +$848K 0.37% 70
2026
Q1 		– Sell
-1,750
Closed -$1.01M – 173
2025
Q4 		$1.01M Sell
1,750
-15
-0.8% -$8.48K 0.49% 49
2025
Q3 		$856K Buy
1,765
+154
+10% +$71.7K 0.48% 49
2025
Q2 		$653K Buy
1,611
+8
+0.5% +$3.35K 0.4% 60
2025
Q1 		$798K Buy
1,603
+1,185
+283% +$642K 0.51% 48
2024
Q4 		$217K Sell
418
-49
-10% -$26.9K 0.13% 147
2024
Q3 		$289K Sell
467
-77
-14% -$45.6K 0.17% 126
2024
Q2 		$301K Buy
544
+19
+4% +$10.9K 0.2% 111
2024
Q1 		$305K Buy
525
+70
+15% +$39.3K 0.21% 106
2023
Q4 		$242K Buy
455
+1
+0.2% +$484 0.19% 116
2023
Q3 		$230K Buy
454
+54
+14% +$28.8K 0.21% 110
2023
Q2 		$209K Sell
400
-82
-17% -$44.3K 0.19% 114
2023
Q1 		$278K Buy
482
+80
+20% +$45.1K 0.27% 90
2022
Q4 		$221K Buy
+402
New +$213K 0.26% 96

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Worth Financial Advisory Group's TMO Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Thermo Fisher Scientific (TMO) in Q2 2026: 1,766 shares worth $885K. The stake represents 0.37% of the portfolio and ranks #70 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in TMO as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in TMO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q4 2025. 2,602 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Worth Financial Advisory Group held 1,766 shares of Thermo Fisher Scientific worth $885K as of Q2 2026.
  • Thermo Fisher Scientific was a new Worth Financial Advisory Group position in Q2 2026.
  • Thermo Fisher Scientific made up 0.37% of Worth Financial Advisory Group's portfolio in Q2 2026, its #70 holding.
  • Worth Financial Advisory Group first reported a position in Thermo Fisher Scientific in Q4 2022 and has held it in 14 quarters since.
  • Worth Financial Advisory Group's Thermo Fisher Scientific position peaked at $1.01M in Q4 2025.
  • 2,602 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.