Position in TMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$373,513
-$496,003 QoQ
Shares Held
745
-57.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,920
of 2,606 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Heritage Wealth Advisors holds $906,140 across 7 Diagnostics & Research names. TMO ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
745 | $373,513 | |
| 2 | DHR |
Danaher Corp /De/
|
1,569 | $298,863 | |
| 3 | DGX |
Quest Diagnostics Inc
|
590 | $125,050 | |
| 4 | IDXX |
Idexx Laboratories Inc /De
|
150 | $78,966 | |
| 5 | A |
Agilent Technologies, Inc.
|
116 | $15,408 | |
| 6 | MTD |
Mettler Toledo International Inc/
|
6 | $7,665 | |
| 7 | RVTY |
Revvity, Inc.
|
60 | $6,675 |
All Filings in TMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,513 | 745 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $869,516 | 1,769 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $942,185 | 1,626 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $788,642 | 1,626 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $659,277 | 1,626 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $809,097 | 1,626 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,105,488 | 2,125 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,509,929 | 2,441 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,338,813 | 2,421 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $1,468,136 | 2,526 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $1,340,775 | 2,526 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,278,585 | 2,526 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $1,366,985 | 2,620 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,500,867 | 2,604 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,433,996 | 2,604 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $1,367,891 | 2,697 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $1,122,416 | 2,066 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,023,596 | 1,733 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,156,326 | 1,733 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $990,114 | 1,733 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $874,246 | 1,733 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,160,574 | 2,543 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,192,892 | 4,708 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $522,759 | 1,184 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $429,010 | 1,184 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $335,782 | 1,184 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||