Circle Wealth Management, LLC
Position in TMO — Thermo Fisher Scientific Inc.
CIK 1578242
SUMMIT, NJ
Position in TMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,620,107
+$46,948 QoQ
Shares Held
5,226
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,067
of 2,606 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Circle Wealth Management, LLC holds $4,421,316 across 3 Diagnostics & Research names. TMO ranks #1 (59.3% of the industry book) .
All Filings in TMO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,620,107 | 5,226 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,573,159 | 5,235 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,678,797 | 4,623 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,199,080 | 4,534 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,540,748 | 3,800 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,595,305 | 3,206 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,660,053 | 3,191 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,978,186 | 3,198 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,880,200 | 3,400 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,178,956 | 3,749 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,906,066 | 3,591 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,760,965 | 3,479 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,748,384 | 3,351 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,838,043 | 3,189 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,757,802 | 3,192 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,602,720 | 3,160 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,734,149 | 3,192 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,096,807 | 3,550 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,211,900 | 3,315 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,890,530 | 3,309 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,002,241 | 3,969 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,696,820 | 3,718 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,669,821 | 3,585 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,037,572 | 2,350 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $673,227 | 1,858 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $383,427 | 1,352 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||