CASTLE WEALTH MANAGEMENT LLC

Position in TMO — Thermo Fisher Scientific Inc.

CIK 1936420 BOYNTON BEACH, FL

Position in TMO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,280,974

+$2,505 QoQ

Shares Held

2,555

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

#1,340

of 2,606 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CASTLE WEALTH MANAGEMENT LLC holds $1,280,974 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	2,555	$1,280,974

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,280,974	2,555	-1.8%	Shares	Sole	2026-07-31
2026-03-31	$1,278,469	2,601	+7.8%	Shares	Sole	2026-05-01
2025-12-31	$1,398,212	2,413	-15.1%	Shares	Sole	2026-01-22
2025-09-30	$1,378,426	2,842	+0.2%	Shares	Sole	2025-10-31
2025-06-30	$1,150,290	2,837	-3.5%	Shares	Sole	2025-07-30
2025-03-31	$1,463,441	2,941	+2.8%	Shares	Sole	2025-04-28
2024-12-31	$1,488,378	2,861	+3.4%	Shares	Sole	2025-01-29
2024-09-30	$1,711,583	2,767	-1.1%	Shares	Sole	2024-10-31
2024-06-30	$1,547,847	2,799	+2.8%	Shares	Sole	2024-07-22
2024-03-31	$1,582,053	2,722	+19.2%	Shares	Sole	2024-04-29
2023-12-31	$1,211,793	2,283	-6.8%	Shares	Sole	2024-01-31
2023-09-30	$1,239,610	2,449	+17.7%	Shares	Sole	2023-11-06
2023-06-30	$1,085,761	2,081	+2.9%	Shares	Sole	2023-07-17
2023-03-31	$1,165,996	2,023	+91.9%	Shares	Sole	2023-05-04
2022-12-31	$580,427	1,054	0.0%	Shares	Sole	2023-02-09
2022-09-30	$534,578	1,054	0.0%	Shares	Sole	2022-11-07
2022-06-30	$572,617	1,054	—	Shares	Sole	2022-08-01
No filing history on record for this holder in this stock.