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Rooted Wealth Advisors, Inc.

SEC CIK
0001963732
Latest filing
Jul 28, 2026

TMO holding history

Thermo Fisher Scientific Inc. in every 13F filed by Rooted Wealth Advisors, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2025
Holdings of TMO by Rooted Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−539−100.0%Sold outHolders
Q1 2026539$283.5K0.1%+53+10.9%AddedHolders
Q4 2025486$274.7K0.1%−30−5.8%ReducedHolders
Q3 2025516$280.4K0.1%+516NewHolders