Position in TMO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,107,002
+$289,588 QoQ
Shares Held
2,208
+32.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,400
of 2,606 holders
Holding Since
Jun 2024
9 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, 2026SAX WEALTH ADVISORS, LLC holds $3,603,215 across 5 Diagnostics & Research names. TMO ranks #2 (30.7% of the industry book) .
All Filings in TMO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,107,002 | 2,208 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $817,414 | 1,663 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $994,336 | 1,716 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $810,468 | 1,671 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $640,221 | 1,579 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $311,000 | 625 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $307,976 | 592 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $453,411 | 733 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $482,216 | 872 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||