Position in TMO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,058,872
-$85,901 QoQ
Shares Held
2,112
-9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,417
of 2,606 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,773,855 across 7 Diagnostics & Research names. TMO ranks #1 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
2,112 | $1,058,872 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
1,414 | $744,386 | |
| 3 | DGX |
Quest Diagnostics Inc
|
3,199 | $678,028 | |
| 4 | DHR |
Danaher Corp /De/
|
3,141 | $598,297 | |
| 5 | ILMN |
Illumina, Inc.
|
2,749 | $483,356 | |
| 6 | NTRA |
Natera, Inc.
|
777 | $210,916 | |
| 7 | ADPT |
Adaptive Biotechnologies Corp
|
2,842 | $0 |
All Filings in TMO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,058,872 | 2,112 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,144,773 | 2,329 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,236,546 | 2,134 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $983,135 | 2,027 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,343,288 | 3,313 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,679,400 | 3,375 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,729,244 | 3,324 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $2,135,922 | 3,453 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,964,809 | 3,553 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,998,781 | 3,439 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,119,966 | 2,110 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,046,253 | 2,067 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,068,022 | 2,047 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,160,232 | 2,013 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,066,135 | 1,936 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $406,766 | 802 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $432,450 | 796 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $461,888 | 782 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $470,404 | 705 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $350,225 | 613 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $325,887 | 646 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $245,076 | 537 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $244,534 | 525 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $208,838 | 473 | Shares | Defined | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||