Ascentis Wealth Management, LLC
Position in TMO — Thermo Fisher Scientific Inc.
CIK 2032602
DALLAS, TX
Position in TMO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$49,133
-$22,137 QoQ
Shares Held
98
-32.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,429
of 2,606 holders
Holding Since
Sep 2024
8 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, 2026Ascentis Wealth Management, LLC holds $924,640 across 5 Diagnostics & Research names. TMO ranks #3 (5.3% of the industry book) .
All Filings in TMO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,133 | 98 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $71,270 | 145 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $27,233 | 47 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $22,795 | 47 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $446,387 | 1,101 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $487,131 | 979 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $477,548 | 918 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $598,132 | 967 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||