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Belpointe Asset Management’s Thor Industries THO Stock Holding History

Belpointe Asset Management’s Portfolio THO Stock Details THO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$371K Sell
4,930
-148
-3% -$11.4K 0.01% 825
2026
Q1 		$406K Sell
5,078
-292
-5% -$29.8K 0.01% 760
2025
Q4 		$551K Buy
5,370
+299
+6% +$31.1K 0.02% 621
2025
Q3 		$526K Sell
5,071
-286
-5% -$28.8K 0.02% 612
2025
Q2 		$476K Sell
5,357
-314
-6% -$24.8K 0.02% 591
2025
Q1 		$430K Buy
5,671
+1,077
+23% +$101K 0.02% 612
2024
Q4 		$493K Sell
4,594
-1,608
-26% -$172K 0.03% 508
2024
Q3 		$682K Buy
6,202
+2,205
+55% +$224K 0.04% 416
2024
Q2 		$374K Buy
3,997
+209
+6% +$20.9K 0.03% 522
2024
Q1 		$445K Buy
3,788
+234
+7% +$26.8K 0.03% 463
2023
Q4 		$420K Buy
3,554
+627
+21% +$62.7K 0.04% 417
2023
Q3 		$278K Buy
+2,927
New +$306K 0.03% 499
2023
Q2 		– Sell
-7,114
Closed -$567K – 3108
2023
Q1 		$567K Buy
7,114
+444
+7% +$39.2K 0.03% 513
2022
Q4 		$504K Sell
6,670
-1,022
-13% -$82.2K 0.03% 537
2022
Q3 		$538K Sell
7,692
-5,910
-43% -$483K 0.04% 478
2022
Q2 		$1.02M Sell
13,602
-1,243
-8% -$96.4K 0.07% 290
2022
Q1 		$1.17M Buy
+14,845
New +$1.37M 0.07% 291
2018
Q4 		– Sell
-1,319
Closed -$110K – 630
2018
Q3 		$110K Buy
+1,319
New +$126K 0.02% 624

Other funds holding THO

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $21.4B AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Belpointe Asset Management's THO Position: Q2 2026 in Review

Belpointe Asset Management reduced its Thor Industries (THO) stake by 2.9% in Q2 2026, selling an estimated $11.4K and leaving 4,930 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #825.

Belpointe Asset Management first reported a position in THO in Q3 2018 and has held it in 18 quarters since. The position peaked at $1.17M in Q1 2022. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • Belpointe Asset Management held 4,930 shares of Thor Industries worth $371K as of Q2 2026.
  • Belpointe Asset Management sold 148 Thor Industries shares in Q2 2026, an estimated $11.4K.
  • Thor Industries made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #825 holding.
  • Belpointe Asset Management first reported a position in Thor Industries in Q3 2018 and has held it in 18 quarters since.
  • Belpointe Asset Management's Thor Industries position peaked at $1.17M in Q1 2022.
  • 407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.