Thermo Fisher Scientific Inc.
MX ˙ BMV ˙ US8835561023
SecurityMX:TMO / Thermo Fisher Scientific Inc.
InstitutionSOA Wealth Advisors, LLC.
Latest Disclosed Ownership528 shares
Latest Disclosed Value $ 259,549
SOA Wealth Advisors, LLC. reports 8.17% decrease in ownership of TMO / Thermo Fisher Scientific Inc.

On May 20, 2026 - SOA Wealth Advisors, LLC. filed a 13F-HR form disclosing ownership of 528 shares of Thermo Fisher Scientific Inc. (MX:TMO) valued at $259,549 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 575 shares of Thermo Fisher Scientific Inc.. This represents a change in shares of -8.17% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-20 2026-03-31 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 528 -47 -8.17 260 -22.22 0.0490
2026-01-20 2025-12-31 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 575 0 0.00 333 19.78 0.0563
2025-10-21 2025-09-30 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 575 -210 -26.75 279 -12.58 0.0478
2025-07-18 2025-06-30 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 785 -244 -23.71 318 -37.77 0.0598
2025-04-14 2025-03-31 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,029 0 0.00 512 -4.49 0.1069
2025-02-06 2024-12-31 13F/A-1 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,029 -5 -0.48 535 -16.28 0.0986
2025-01-28 2024-12-31 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,029 -5 535 0.0986
2024-11-20 2024-09-30 13F/A-1 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,034 9 0.88 640 12.90 0.1220
2024-10-09 2024-09-30 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,034 9 640 0.1220
2024-07-17 2024-06-30 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,025 43 4.38 567 -0.70 0.1141
2024-04-10 2024-03-31 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 982 127 14.85 571 25.83 0.1182
2024-02-13 2023-12-31 13F/A-1 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 855 -149 -14.84 454 -10.83 0.1010
2024-01-10 2023-12-31 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 855 -149 454 0.1010
2023-10-10 2023-09-30 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,004 -10 -0.99 508 -3.97 0.1264
2023-07-07 2023-06-30 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,014 86 9.27 529 -0.94 0.1239
2023-04-28 2023-03-31 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 928 -7 -0.75 535 3.89 0.1317
2023-01-10 2022-12-31 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 935 44 4.94 515 13.72 0.1385
2022-10-07 2022-09-30 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 891 49 5.82 452 -1.09 0.1361
2022-07-13 2022-06-30 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 842 7 0.84 457 -7.30 0.1347
2022-04-07 2022-03-31 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 835 0 0.00 493 -11.17 0.1202
2022-01-13 2021-12-31 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 835 0 0.00 555 16.35 0.1344
2021-10-12 2021-09-30 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 835 332 66.00 477 88.54 0.1222
2021-07-14 2021-06-30 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 503 -279 -35.68 253 -29.13 0.0650
2021-04-26 2021-03-31 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 782 0 0.00 357 -5.80 0.0999
2021-03-10 2020-12-31 13F THERMO FISHER SCIENTIFIC INC COM Stock 883556102 782 782 379 0.1032
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.