Position in TMO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$341,426
+$111,390 QoQ
Shares Held
681
+45.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,971
of 2,602 holders
Holding Since
Dec 2025
3 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, 2026Rothschild Wealth LLC holds $2,871,092 across 7 Diagnostics & Research names. TMO ranks #5 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
3,263 | $621,536 | |
| 2 | ILMN |
Illumina, Inc.
|
3,331 | $585,689 | |
| 3 | NTRA |
Natera, Inc.
|
1,705 | $462,822 | |
| 4 | IQV |
Iqvia Holdings Inc.
|
1,799 | $347,602 | |
| 5 | TMO |
Thermo Fisher Scientific Inc.
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|
681 | $341,426 | |
| 6 | MEDP |
Medpace Holdings, Inc.
|
485 | $256,851 | |
| 7 | A |
Agilent Technologies, Inc.
|
1,921 | $255,166 |
All Filings in TMO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,426 | 681 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $230,036 | 468 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $250,322 | 432 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||