Position in TMO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,442,914
-$65,591 QoQ
Shares Held
2,878
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,297
of 2,617 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $3,149,586 across 4 Diagnostics & Research names. TMO ranks #1 (45.8% of the industry book) .
All Filings in TMO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,914 | 2,878 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,508,505 | 3,069 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,519,897 | 2,623 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,123,791 | 2,317 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,844,166 | 9,481 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,532,638 | 9,109 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,738,775 | 9,109 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,653,729 | 9,140 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,137,923 | 9,291 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,025,141 | 8,646 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,921,998 | 5,505 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $3,407,669 | 6,188 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $329,673 | 650 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||