AE
THR

AMH Equity’s Thermon Group Holdings THR Stock Holding History

AMH Equity’s Portfolio THR Stock Details THR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-66,000
Closed -$1.84M – 63
2025
Q1 		$1.84M Sell
66,000
-44,000
-40% -$1.27M 2.77% 9
2024
Q4 		$3.16M Sell
110,000
-37,740
-26% -$1.11M 3.12% 9
2024
Q3 		$4.41M Buy
147,740
+37,740
+34% +$1.14M 5.59% 6
2024
Q2 		$3.38M Hold
110,000
– – 4.49% 9
2024
Q1 		$3.6M Hold
110,000
– – 3.53% 10
2023
Q4 		$3.58M Buy
+110,000
New +$3.28M 3.22% 11

Other funds holding THR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return

AMH Equity's THR Position: Q2 2025 in Review

AMH Equity sold out of Thermon Group Holdings (THR) in Q2 2025, closing a stake of 66,000 shares — an estimated $1.84M sold.

AMH Equity first reported a position in THR in Q4 2023 and held it in 6 quarters. The position peaked at $4.41M in Q3 2024. 168 funds tracked by Wall St. Rank hold THR as of Q2 2025.

  • AMH Equity reported no remaining Thermon Group Holdings position as of Q2 2025 after selling out during the quarter.
  • AMH Equity sold 66,000 Thermon Group Holdings shares in Q2 2025, an estimated $1.84M.
  • AMH Equity first reported a position in Thermon Group Holdings in Q4 2023 and held it in 6 quarters.
  • AMH Equity's Thermon Group Holdings position peaked at $4.41M in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q2 2025.

Based on AMH Equity's 13F filing for Q2 2025, filed 4 Aug 2025.