Live Oak Private Wealth LLC

Position in TMO — Thermo Fisher Scientific Inc.

CIK 1799877 WILMINGTON, NC

Position in TMO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,491,609

-$343,115 QoQ

Shares Held

12,948

-6.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#765

of 2,606 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Live Oak Private Wealth LLC holds $25,900,596 across 5 Diagnostics & Research names. TMO ranks #3 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	A	Agilent Technologies, Inc.	62,500	$8,301,875
2	DHR	Danaher Corp /De/	42,178	$8,034,065
3	TMO	Thermo Fisher Scientific Inc. This page	12,948	$6,491,609
4	ICLR	Icon PLC	16,161	$2,807,327
5	LH	Labcorp Holdings Inc.	949	$265,720

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,491,609	12,948	-6.9%	Shares	Sole	2026-07-20
2026-03-31	$6,834,724	13,905	+3.4%	Shares	Sole	2026-04-20
2025-12-31	$7,791,284	13,446	-1.5%	Shares	Sole	2026-01-23
2025-09-30	$6,618,097	13,645	+23.6%	Shares	Sole	2025-10-17
2025-06-30	$4,475,467	11,038	+11.8%	Shares	Sole	2025-08-04
2025-03-31	$4,911,809	9,871	+13.5%	Shares	Sole	2025-04-22
2024-12-31	$4,523,399	8,695	+25.9%	Shares	Sole	2025-01-28
2024-09-30	$4,270,607	6,904	+6.2%	Shares	Sole	2024-10-22
2024-06-30	$3,595,053	6,501	+2.9%	Shares	Sole	2024-07-17
2024-03-31	$3,670,922	6,316	+1352.0%	Shares	Sole	2024-04-23
2023-12-31	$230,893	435	0.0%	Shares	Sole	2024-01-29
2023-09-30	$220,183	435	0.0%	Shares	Sole	2023-10-23
2023-06-30	$226,961	435	0.0%	Shares	Sole	2023-08-07
2023-03-31	$250,720	435	-1.4%	Shares	Sole	2023-05-08
2022-12-31	$242,854	441	0.0%	Shares	Sole	2023-02-10
2022-09-30	$223,670	441	0.0%	Shares	Sole	2022-10-25
2022-06-30	$239,586	441	+7.3%	Shares	Sole	2022-07-27
2022-03-31	$242,757	411	-1.0%	Shares	Sole	2022-04-21
2021-12-31	$276,904	415	+0.5%	Shares	Sole	2022-02-08
2021-09-30	$235,959	413	—	Shares	Sole	2021-10-29
No filing history on record for this holder in this stock.