Heritage Wealth Management, Inc.
Position in TMO — Thermo Fisher Scientific Inc.
CIK 1944755
CINCINNATI, OH
Position in TMO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$341,426
-$53,179 QoQ
Shares Held
681
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,975
of 2,606 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Heritage Wealth Management, Inc. holds $614,164 across 2 Diagnostics & Research names. TMO ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
681 | $341,426 | |
| 2 | MEDP |
Medpace Holdings, Inc.
|
515 | $272,738 |
All Filings in TMO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,426 | 681 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $394,605 | 681 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $331,753 | 684 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $277,334 | 684 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $340,358 | 684 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $322,022 | 619 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $382,894 | 619 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $342,307 | 619 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||