Integrated Wealth Concepts LLC
Position in TMO — Thermo Fisher Scientific Inc.
CIK 1737109
WALTHAM, MA
Position in TMO
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$4,273,592
+$1,244,293 QoQ
Shares Held
8,524
+38.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Integrated Wealth Concepts LLC holds $25,917,165 across 15 Diagnostics & Research names. TMO ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDXX |
Idexx Laboratories Inc /De
|
11,257 | $5,926,135 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
This page
|
8,524 | $4,273,592 | |
| 3 | DGX |
Quest Diagnostics Inc
|
11,961 | $2,535,133 | |
| 4 | DHR |
Danaher Corp /De/
|
13,075 | $2,490,526 | |
| 5 | NTRA |
Natera, Inc.
|
8,473 | $2,299,995 | |
| 6 | ILMN |
Illumina, Inc.
|
11,540 | $2,029,078 | |
| 7 | A |
Agilent Technologies, Inc.
|
11,555 | $1,534,850 | |
| 8 | MEDP |
Medpace Holdings, Inc.
|
2,287 | $1,211,172 |
All Filings in TMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,273,592 | 8,524 | Shares | Other | 2026-09-09 | |
| 2026-03-31 | $3,029,299 | 6,163 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,262,172 | 3,904 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,857,252 | 5,891 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,438,841 | 6,015 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,217,481 | 6,466 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,292,535 | 6,329 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,511,621 | 5,677 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,635,045 | 4,765 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,713,931 | 6,390 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,835,480 | 5,342 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,704,972 | 5,344 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,731,361 | 5,235 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,175,220 | 3,774 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $3,650,524 | 6,629 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $3,134,434 | 6,180 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,009,227 | 5,539 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $3,105,637 | 5,258 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $3,713,190 | 5,565 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,931,494 | 5,131 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $2,408,844 | 4,775 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,960,152 | 4,295 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $669,791 | 1,438 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $626,958 | 1,420 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $498,217 | 1,375 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $415,474 | 1,465 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||