EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

TMO holding history

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

TMO overview All 13F holders of TMO Full Q2 2026 holdings

Shares (Q2 2026): 15,882
Value: $7.96M
% of portfolio: <0.1%
Quarters held: 21; Since Q1 2021

Holdings of TMO by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,882	$7.96M	<0.1%	−9,369−37.1%	Reduced	Holders
Q1 2026	25,251	$12.4M	0.1%	−1,069−4.1%	Reduced	Holders
Q4 2025	26,320	$15.3M	0.1%	–	No prior filing	Holders
Q3 2025	–	–	–	–	Not filed	Holders
Q2 2025	30,129	$12.2M	0.1%	+12,567+71.6%	Added	Holders
Q1 2025	17,562	$8.74M	0.1%	+1,704+10.7%	Added	Holders
Q4 2024	15,858	$8.25M	0.1%	−378−2.3%	Reduced	Holders
Q3 2024	16,236	$10.0M	0.1%	+1,245+8.3%	Added	Holders
Q2 2024	14,991	$8.29M	0.1%	+816+5.8%	Added	Holders
Q1 2024	14,175	$8.24M	0.1%	+316+2.3%	Added	Holders
Q4 2023	13,859	$7.36M	0.1%	−3,667−20.9%	Reduced	Holders
Q3 2023	17,526	$8.87M	0.1%	+16,078+1,110.4%	Added	Holders
Q2 2023	1,448	$9.25M	0.1%	−284,949−99.5%	Reduced	Holders
Q1 2023	286,397	$30.5M	0.6%	+264,236+1,192.3%	Added	Holders
Q4 2022	22,161	$12.2M	0.2%	−648−2.8%	Reduced	Holders
Q3 2022	22,809	$11.6M	0.3%	+9,456+70.8%	Added	Holders
Q2 2022	13,353	$7.25M	0.2%	+1,276+10.6%	Added	Holders
Q1 2022	12,077	$7.13M	0.2%	+225+1.9%	Added	Holders
Q4 2021	11,852	$7.91M	0.2%	+134+1.1%	Added	Holders
Q3 2021	11,718	$6.70M	0.2%	−88−0.7%	Reduced	Holders
Q2 2021	11,806	$5.96M	0.2%	−608−4.9%	Reduced	Holders
Q1 2021	12,414	$5.67M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.