Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Thermo Fisher Scientific (TMO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.01 SEC
2025   Q4 2,307 0.01 Reduce 97.99% 0.18 $579.50 $1,336,900 SEC
2025   Q3 114,513 0.18 Reduce 94.77% 2.59 $485.02 $55,541,018 SEC
2025   Q2 2,190,348 2.73 Reduce 5.69% 0.21 $405.46 $888,098,672 SEC
2025   Q1 2,322,482 3.63 Reduce 5.64% 0.20 $497.60 $1,155,666,992 SEC
2024   Q4 2,461,195 3.46 Reduce 12.31% 0.55 $520.23 $1,280,387,702 SEC
2024   Q3 2,806,786 4.48 Reduce 9.52% 0.41 $618.57 $1,736,193,727 SEC
2024   Q2 3,102,010 4.30 Reduce 4.81% 0.21 $553.00 $1,715,411,476 SEC
2024   Q1 3,258,927 4.37 Add 60.29% 1.64 $581.21 $1,894,120,742 SEC
2023   Q4 2,033,120 2.60 Reduce 5.48% 0.16 $530.83 $1,079,249,790 SEC
2023   Q3 2,151,028 2.87 Reduce 3.91% 0.11 $506.17 $1,088,785,598 SEC
2023   Q2 2,238,649 2.90 Reduce 1.42% 0.05 $521.75 $1,168,015,294 SEC
2023   Q1 2,270,936 3.45 Add 3.52% 0.12 $576.37 $1,308,899,532 SEC
2022   Q4 2,193,711 3.53 Buy 3.53 $550.69 $1,208,054,689 SEC