Avantax Planning Partners, Inc.

Position in TMO — Thermo Fisher Scientific Inc.

CIK 1005441 DUBUQUE, IA

Position in TMO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,481,732

-$68,325 QoQ

Shares Held

4,950

-4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,092

of 2,606 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $3,588,104 across 4 Diagnostics & Research names. TMO ranks #1 (69.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc. This page	4,950	$2,481,732
2	DHR	Danaher Corp /De/	2,800	$533,344
3	ICLR	Icon PLC	1,992	$346,030
4	DGX	Quest Diagnostics Inc	1,071	$226,998

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,481,732	4,950	-4.6%	Shares	Sole	2026-07-28
2026-03-31	$2,550,057	5,188	+2.4%	Shares	Sole	2026-05-04
2025-12-31	$2,935,493	5,066	-2.7%	Shares	Sole	2026-02-05
2025-09-30	$2,524,044	5,204	-27.7%	Shares	Sole	2025-10-31
2025-06-30	$2,916,473	7,193	+8.1%	Shares	Sole	2025-08-11
2025-03-31	$3,309,537	6,651	+6.4%	Shares	Sole	2025-04-29
2024-12-31	$3,251,437	6,250	+14.8%	Shares	Sole	2025-02-07
2024-09-30	$3,366,876	5,443	-20.9%	Shares	Sole	2024-11-14
2024-06-30	$3,804,640	6,880	-41.7%	Shares	Sole	2024-08-09
2024-03-31	$6,861,765	11,806	+2.0%	Shares	Sole	2024-05-03
2023-12-31	$6,141,771	11,571	+2.5%	Shares	Sole	2024-02-09
2023-09-30	$5,714,153	11,289	-8.7%	Shares	Sole	2023-11-06
2023-06-30	$6,448,830	12,360	+3.6%	Shares	Sole	2023-07-18
2023-03-31	$6,878,399	11,934	-1.8%	Shares	Sole	2023-04-21
2022-12-31	$6,689,782	12,148	-1.6%	Shares	Sole	2023-02-10
2022-09-30	$6,259,738	12,342	+1.3%	Shares	Sole	2022-10-14
2022-06-30	$6,617,693	12,181	-40.4%	Shares	Sole	2022-07-18
2022-03-31	$12,078,792	20,450	-2.1%	Shares	Sole	2022-05-09
2021-12-31	$13,936,641	20,887	+0.4%	Shares	Sole	2022-01-28
2021-09-30	$11,880,236	20,794	+0.1%	Shares	Sole	2021-10-27
2021-06-30	$10,478,346	20,771	+4.9%	Shares	Sole	2021-08-10
2021-03-31	$9,038,605	19,805	-1.6%	Shares	Sole	2021-05-06
2020-12-31	$9,373,822	20,125	-2.2%	Shares	Sole	2021-02-04
2020-09-30	$9,082,949	20,572	-1.4%	Shares	Sole	2020-10-28
2020-06-30	$7,556,238	20,854	-1.7%	Shares	Sole	2020-07-15
2020-03-31	$6,015,439	21,211	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.