Position in TMO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$325,382
+$54,058 QoQ
Shares Held
649
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,001
of 2,606 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $638,372 across 6 Diagnostics & Research names. TMO ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
649 | $325,382 | |
| 2 | IDXX |
Idexx Laboratories Inc /De
|
311 | $163,722 | |
| 3 | MTD |
Mettler Toledo International Inc/
|
92 | $117,530 | |
| 4 | IQV |
Iqvia Holdings Inc.
|
94 | $18,162 | |
| 5 | WAT |
Waters Corp /De/
|
33 | $12,376 | |
| 6 | GH |
Guardant Health, Inc.
|
8 | $1,200 |
All Filings in TMO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,382 | 649 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $271,324 | 552 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $46,935 | 81 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $39,286 | 81 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $45,816 | 113 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $40,305 | 81 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $46,820 | 90 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $57,527 | 93 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $47,005 | 85 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $80,206 | 138 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $419,487 | 804 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $305,476 | 530 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $263,229 | 478 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $378,870 | 747 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $416,152 | 766 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $379,197 | 642 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $407,016 | 610 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $152,545 | 267 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $267,873 | 531 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $213,585 | 468 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $58,222 | 125 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||