Curated Wealth Partners 13F: Cuts TMO Stake by $248M

Curated Wealth Partners has significantly scaled back its investment in Thermo Fisher Scientific Inc. (NYSE: TMO), according to a Form 13F filing with the SEC on October 15, 2026. Because 13F filings look backward at completed quarters, this report shows the fund's holdings at a past date and may not reflect its current position today.

What Changed in Curated Wealth Partners's Thermo Fisher Scientific Position

During the period, Curated Wealth Partners sold off 367,169 shares of Thermo Fisher Scientific. That cut the fund's holdings by 99.59%, leaving it with a remaining 1,497 shares. The value of the fund's stake dropped to roughly $1,010,547.

Other Institutional Activity in Thermo Fisher Scientific

Other large institutional investors were busy adjusting their stakes around the same time. Blackrock Inc. grew its holdings by 492,913 shares, ending with 30,919,632 shares worth about $21,334,546,080 after a 1.6% increase. Vanguard Capital Management LLC trimmed its stake by 4,856 shares, finishing with 24,276,316 shares valued at $16,750,658,040. State Street Corporation added 93,700 shares for a 0.6% increase, closing the period with 16,825,879 shares worth $11,609,856,510. FMR, LLC boosted its investment substantially by 3,308,292 shares, or 30.7%, bringing its total to 14,084,488 shares valued at $9,718,296,720. Meanwhile, Morgan Stanley reduced its holdings by 99,940 shares, or 0.9%, ending with 10,763,066 shares worth $7,426,515,540.

Thermo Fisher Scientific Inc. Stock Down 1.6%

Thermo Fisher Scientific shares recently traded around $685.18 as of October 16, 2026. The stock sits about 25.3% above its 200-day moving average of $546.79 and roughly 8.0% above its 50-day moving average of $634.49. The company carries a market capitalization of roughly $255.13 billion.

Recent Earnings

For its trailing twelve months, Thermo Fisher Scientific reported $46.34 billion in revenue and earnings of $18.58 per share. The company generated a net profit margin of 15.0% and a return on equity of 13.5%. Its next earnings report is scheduled for October 21, 2026.

Dividend

Thermo Fisher Scientific pays an annual dividend rate of $1.88 per share, giving it a dividend yield of 0.27%. The company's dividend payout ratio stands at 9.7%.

Insider Buying and Selling at Thermo Fisher Scientific Inc.

Company insiders also made transactions prior to the filing. Lisa P. Britt sold 11,440 shares on August 19, 2026, at an average price of $613.12 for a total value of $7,014,093. Chief Executive Officer Marc N. Casper sold 20,000 shares on August 21, 2026, valued at $12,561,823, followed by another sale of 275 shares on August 24, 2026, worth $172,439. Additionally, President Gianluca Pettiti sold 4,133 shares on August 31, 2026, at an average price of $614.38, totaling $2,539,233.

Analysts Set New Price Targets

Wall Street analysts hold a generally positive outlook on the stock. On July 27, 2026, Piper Sandler kept a neutral rating while raising its price target to $600.00 from $510.00. CLSA initiated coverage on September 3, 2026, with an outperform rating and a $748.00 price target. Barclays maintained an overweight rating on October 7, 2026, lifting its target to $750.00 from $650.00. Morgan Stanley maintained an overweight rating on October 13, 2026, raising its target to $730.00 from $650.00. TD Cowen also maintained a buy rating on October 13, 2026, pushing its target to $760.00 from $675.00. Overall, the stock holds a consensus strong buy rating with a mean price target of $688.69 across 26 analyst opinions.

About Thermo Fisher Scientific

Thermo Fisher Scientific Inc. provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products. Based in Waltham, Massachusetts, the company supports researchers and biopharma providers worldwide across four main operating segments.

Bottom Line

Curated Wealth Partners drastically reduced its exposure to Thermo Fisher Scientific, though other major funds continue to hold large positions. Investors will be watching closely when the company releases its upcoming earnings report on October 21, 2026, to see how business operations are performing.