Position in TMO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,579,410
-$1,231,336 QoQ
Shares Held
23,096
-11.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#615
of 2,602 holders
Holding Since
Dec 2021
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, 2026HB Wealth Management, LLC holds $37,126,612 across 17 Diagnostics & Research names. TMO ranks #1 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
23,096 | $11,579,410 | |
| 2 | DHR |
Danaher Corp /De/
|
49,772 | $9,480,570 | |
| 3 | A |
Agilent Technologies, Inc.
|
20,878 | $2,773,224 | |
| 4 | DGX |
Quest Diagnostics Inc
|
12,123 | $2,569,469 | |
| 5 | IDXX |
Idexx Laboratories Inc /De
|
4,167 | $2,193,675 | |
| 6 | WAT |
Waters Corp /De/
|
3,286 | $1,232,381 | |
| 7 | LH |
Labcorp Holdings Inc.
|
3,955 | $1,107,400 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
5,697 | $1,100,774 |
All Filings in TMO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,579,410 | 23,096 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $12,810,746 | 26,063 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $16,645,280 | 28,726 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,300,218 | 27,422 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,713,605 | 23,957 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $14,012,913 | 28,161 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,777,036 | 13,027 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,899,757 | 12,771 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,393,233 | 11,561 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,760,953 | 9,912 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,595,049 | 8,657 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,663,152 | 7,237 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,649,119 | 6,994 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,259,374 | 7,390 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,941,288 | 7,157 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,626,737 | 5,179 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,769,641 | 5,098 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,514,987 | 4,258 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,454,775 | 3,679 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||