B
THR

Bailard’s Thermon Group Holdings THR Stock Holding History

Bailard’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
2026
Q1 		– Sell
-7,800
Closed -$290K – 829
2025
Q4 		$290K Buy
+7,800
New +$256K 0.01% 571
2023
Q2 		– Sell
-8,700
Closed -$217K – 786
2023
Q1 		$217K Buy
+8,700
New +$212K 0.01% 624

Other funds holding THR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bailard's THR Position: Q1 2026 in Review

Bailard sold out of Thermon Group Holdings (THR) in Q1 2026, closing a stake of 7,800 shares — an estimated $290K sold.

Bailard first reported a position in THR in Q1 2023 and held it in 2 quarters. The position peaked at $290K in Q4 2025. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • Bailard reported no remaining Thermon Group Holdings position as of Q1 2026 after selling out during the quarter.
  • Bailard sold 7,800 Thermon Group Holdings shares in Q1 2026, an estimated $290K.
  • Bailard first reported a position in Thermon Group Holdings in Q1 2023 and held it in 2 quarters.
  • Bailard's Thermon Group Holdings position peaked at $290K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.