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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

TMO holding history

Thermo Fisher Scientific Inc. in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TMO overviewAll 13F holders of TMOFull Q2 2026 holdings

Shares (Q2 2026)
171
Value
$85.8K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of TMO by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026171$85.8K<0.1%+72+72.7%AddedHolders
Q1 202699$48.7K<0.1%00.0%UnchangedHolders
Q4 202599$57.4K<0.1%00.0%UnchangedHolders
Q3 202599$48.1K<0.1%+29+41.4%AddedHolders
Q2 202570$28.4K<0.1%00.0%UnchangedHolders
Q1 202570$34.9K<0.1%+70NewHolders
Q4 20240$00.0%−24−100.0%Sold outHolders
Q3 202424$14.9K<0.1%+24NewHolders