Position in TMO
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,871,252
-$108,725 QoQ
Shares Held
3,807
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 97%
None 3%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $4,914,663 across 7 Diagnostics & Research names. TMO ranks #1 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
3,807 | $1,871,252 | |
| 2 | DHR |
Danaher Corp /De/
|
7,674 | $1,454,986 | |
| 3 | NTRA |
Natera, Inc.
|
2,134 | $426,774 | |
| 4 | MEDP |
Medpace Holdings, Inc.
|
823 | $395,195 | |
| 5 | ILMN |
Illumina, Inc.
|
2,381 | $293,479 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
445 | $250,036 | |
| 7 | A |
Agilent Technologies, Inc.
|
1,956 | $222,941 |
All Filings in TMO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,871,252 | 3,807 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,979,977 | 3,417 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,651,488 | 3,405 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,319,362 | 3,254 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,090,735 | 2,192 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $877,104 | 1,686 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,227,859 | 1,985 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $936,229 | 1,693 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $795,094 | 1,368 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $1,023,893 | 1,929 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $840,747 | 1,661 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $750,276 | 1,438 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,217,869 | 2,113 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $989,038 | 1,796 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $722,237 | 1,424 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $474,282 | 873 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $701,101 | 1,187 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $751,312 | 1,126 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||