Position in TMO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,439,600
-$190,063 QoQ
Shares Held
4,866
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,099
of 2,602 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, 2026AE Wealth Management LLC holds $24,387,586 across 14 Diagnostics & Research names. TMO ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAT |
Waters Corp /De/
|
19,227 | $7,210,885 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
5,903 | $3,107,559 | |
| 3 | TMO |
Thermo Fisher Scientific Inc.
This page
|
4,866 | $2,439,600 | |
| 4 | RVTY |
Revvity, Inc.
|
17,248 | $1,918,992 | |
| 5 | DHR |
Danaher Corp /De/
|
9,172 | $1,747,067 | |
| 6 | IQV |
Iqvia Holdings Inc.
|
8,599 | $1,661,487 | |
| 7 | DGX |
Quest Diagnostics Inc
|
7,291 | $1,545,317 | |
| 8 | NTRA |
Natera, Inc.
|
5,597 | $1,519,303 |
All Filings in TMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,439,600 | 4,866 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,629,663 | 5,350 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,046,145 | 5,257 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $33,457,142 | 68,981 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $25,806,290 | 63,647 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $30,326,219 | 60,945 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $31,208,064 | 59,989 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $34,369,594 | 55,563 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $27,405,021 | 49,557 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $25,753,405 | 44,310 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $23,685,442 | 44,623 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,355,050 | 34,287 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $16,928,700 | 32,446 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $13,095,702 | 22,721 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $13,490,803 | 24,498 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,998,772 | 25,629 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,618,229 | 17,704 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,025,722 | 15,281 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $9,490,821 | 14,224 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $7,366,729 | 12,894 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,423,780 | 14,716 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $9,572,114 | 20,974 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $8,426,425 | 18,091 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $8,119,111 | 18,389 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,489,754 | 12,391 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,385,669 | 4,886 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||