EverSource Wealth Advisors, LLC
Position in TMO — Thermo Fisher Scientific Inc.
CIK 1710537
BIRMINGHAM, AL
Position in TMO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$859,826
-$459,433 QoQ
Shares Held
1,715
-36.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,516
of 2,617 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $7,344,979 across 32 Diagnostics & Research names. TMO ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
|
5,172 | $1,096,200 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
This page
|
1,715 | $859,826 | |
| 3 | ILMN |
Illumina, Inc.
|
4,303 | $756,591 | |
| 4 | MEDP |
Medpace Holdings, Inc.
|
1,413 | $748,304 | |
| 5 | DHR |
Danaher Corp /De/
|
3,603 | $686,294 | |
| 6 | NTRA |
Natera, Inc.
|
1,971 | $535,025 | |
| 7 | A |
Agilent Technologies, Inc.
|
3,509 | $466,096 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
2,227 | $430,296 |
All Filings in TMO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,826 | 1,715 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,319,259 | 2,684 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,013,453 | 1,749 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $908,925 | 1,874 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $709,147 | 1,749 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $789,191 | 1,586 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $755,891 | 1,453 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $960,635 | 1,553 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $858,256 | 1,552 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $800,323 | 1,377 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $696,391 | 1,312 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $694,968 | 1,373 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $770,622 | 1,477 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $847,261 | 1,470 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $875,595 | 1,590 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,341,007 | 2,644 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $380,837 | 701 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $271,697 | 460 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $259,555 | 389 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||