Roberts Wealth Advisors, LLC

Position in TMO — Thermo Fisher Scientific Inc.

CIK 1885319 PALO ALTO, CA

Position in TMO

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

Position Value

$4,882,745

+$225,007 QoQ

Shares Held

9,739

+2.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

#860

of 2,606 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Roberts Wealth Advisors, LLC holds $4,882,745 across 1 Diagnostics & Research name. TMO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TMO	Thermo Fisher Scientific Inc. This page	9,739	$4,882,745

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,882,745	9,739	+2.8%	Shares	Sole	2026-07-30
2026-03-31	$4,657,738	9,476	+6.7%	Shares	Sole	2026-04-08
2025-12-31	$5,146,095	8,881	+0.9%	Shares	Sole	2026-01-13
2025-09-30	$4,268,176	8,800	+2.0%	Shares	Sole	2025-10-21
2025-06-30	$3,497,092	8,625	+3.9%	Shares	Sole	2025-07-23
2025-03-31	$4,132,070	8,304	+1.2%	Shares	Sole	2025-04-21
2024-12-31	$4,267,966	8,204	+0.6%	Shares	Sole	2025-01-17
2024-09-30	$5,045,675	8,157	+1.7%	Shares	Sole	2024-10-15
2024-06-30	$4,433,401	8,017	+1.1%	Shares	Sole	2024-08-13
2024-03-31	$4,606,670	7,926	+5.0%	Shares	Sole	2024-04-18
2023-09-30	$3,819,558	7,546	+1.6%	Shares	Sole	2023-10-17
2023-06-30	$3,873,993	7,425	-0.5%	Shares	Sole	2023-07-12
2023-03-31	$4,300,872	7,462	+1.6%	Shares	Sole	2023-04-11
2022-12-31	$4,042,615	7,341	+1.8%	Shares	Sole	2023-01-11
2022-09-30	$3,658,868	7,214	+1.6%	Shares	Sole	2022-10-13
2022-06-30	$3,858,917	7,103	+3.7%	Shares	Sole	2022-07-11
2022-03-31	$4,047,133	6,852	+1.8%	Shares	Sole	2022-04-12
2021-12-31	$4,493,194	6,734	+2.2%	Shares	Sole	2022-01-12
2021-09-30	$3,766,207	6,592	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.