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Livermore
Livermore
ZHEN

Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

TMO holding history

Thermo Fisher Scientific Inc. in every 13F filed by Confluence Wealth Services, 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)
5,111
Value
$2.56M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of TMO by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,111$2.56M0.1%+419+8.9%AddedHolders
Q1 20264,692$2.31M0.1%+400+9.3%AddedHolders
Q4 20254,292$2.49M0.1%+22+0.5%AddedHolders
Q3 20254,270$2.07M0.1%−18−0.4%ReducedHolders
Q2 20254,288$1.74M0.1%−230−5.1%ReducedHolders
Q1 20254,518$1.95M0.1%+1,882+71.4%AddedHolders
Q4 20242,636$1.52M0.1%+23+0.9%AddedHolders
Q3 20242,613$1.62M0.1%−370−12.4%ReducedHolders
Q2 20242,983$1.65M0.1%−120−3.9%ReducedHolders
Q1 20243,103$1.80M0.2%−38−1.2%ReducedHolders
Q4 20233,141$1.67M0.2%+110+3.6%AddedHolders
Q3 20233,031$1.53M0.3%+71+2.4%AddedHolders
Q2 20232,960$1.54M0.3%+7+0.2%AddedHolders
Q1 20232,953$1.70M0.4%−8−0.3%ReducedHolders
Q4 20222,961$1.63M0.4%+23+0.8%AddedHolders
Q3 20222,938$1.49M0.6%−54−1.8%ReducedHolders
Q2 20222,992$1.77M0.8%+136+4.8%AddedHolders
Q1 20222,856$1.69M0.6%00.0%UnchangedHolders
Q4 20212,856$1.91M0.6%–No prior filingHolders