Position in TMO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$203,552
-$20,115 QoQ
Shares Held
406
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,281
of 2,606 holders
Holding Since
Sep 2020
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, 2026Planned Solutions, Inc. holds $404,904 across 2 Diagnostics & Research names. TMO ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
406 | $203,552 | |
| 2 | DGX |
Quest Diagnostics Inc
|
950 | $201,352 |
All Filings in TMO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,552 | 406 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $223,667 | 386 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $282,139 | 567 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $294,970 | 567 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $350,729 | 567 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $313,551 | 567 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $329,546 | 567 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $300,957 | 567 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $286,998 | 567 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $295,832 | 567 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $326,801 | 567 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $310,038 | 563 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $285,547 | 563 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $305,866 | 563 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $350,255 | 593 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $395,673 | 593 | Shares | Sole | 2022-02-03 | |
| 2021-06-30 | $273,422 | 542 | Shares | Sole | 2021-07-21 | |
| 2020-12-31 | $182,585 | 392 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $168,660 | 382 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||