Confluence Wealth Services, Inc.

Position in TMO — Thermo Fisher Scientific Inc.

CIK 1910411 MCMURRAY, PA

Position in TMO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,562,450

+$256,192 QoQ

Shares Held

5,111

+8.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,076

of 2,606 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $3,219,080 across 3 Diagnostics & Research names. TMO ranks #1 (79.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc. This page	5,111	$2,562,450
2	DHR	Danaher Corp /De/	2,122	$404,198
3	DGX	Quest Diagnostics Inc	1,191	$252,432

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,562,450	5,111	+8.9%	Shares	Sole	2026-07-22
2026-03-31	$2,306,258	4,692	+9.3%	Shares	Sole	2026-05-07
2025-12-31	$2,486,999	4,292	+0.5%	Shares	Sole	2026-01-28
2025-09-30	$2,071,035	4,270	-0.4%	Shares	Sole	2025-10-28
2025-06-30	$1,738,612	4,288	-5.1%	Shares	Sole	2025-07-22
2025-03-31	$2,248,156	4,518	+71.4%	Shares	Sole	2025-04-24
2024-12-31	$1,371,326	2,636	+0.9%	Shares	Sole	2025-01-27
2024-09-30	$1,616,323	2,613	-12.4%	Shares	Sole	2024-10-29
2024-06-30	$1,649,599	2,983	-3.9%	Shares	Sole	2024-07-31
2024-03-31	$1,803,494	3,103	-1.2%	Shares	Sole	2024-04-22
2023-12-31	$1,667,211	3,141	+3.6%	Shares	Sole	2024-01-25
2023-09-30	$1,534,201	3,031	+2.4%	Shares	Sole	2023-11-01
2023-06-30	$1,544,380	2,960	+0.2%	Shares	Sole	2023-08-01
2023-03-31	$1,702,020	2,953	-0.3%	Shares	Sole	2023-05-12
2022-12-31	$1,630,593	2,961	+0.8%	Shares	Sole	2023-02-10
2022-09-30	$1,490,124	2,938	-1.8%	Shares	Sole	2022-11-08
2022-06-30	$1,625,493	2,992	+4.8%	Shares	Sole	2022-08-15
2022-03-31	$1,686,896	2,856	0.0%	Shares	Sole	2022-04-26
2021-12-31	$1,905,637	2,856	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.