CAPTRUST Financial Advisors
THR

CAPTRUST Financial Advisors’s Thermon Group Holdings THR Stock Holding History

CAPTRUST Financial Advisors’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
-6,296
Closed -$234K – 3121
2025
Q4 		$234K Buy
+6,296
New +$207K ﹤0.01% 2423
2024
Q1 		– Sell
-11,432
Closed -$372K – 2625
2023
Q4 		$372K Buy
11,432
+298
+3% +$8.88K ﹤0.01% 1966
2023
Q3 		$306K Buy
+11,134
New +$299K ﹤0.01% 1985

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

CAPTRUST Financial Advisors's THR Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of Thermon Group Holdings (THR) in Q1 2026, closing a stake of 6,296 shares — an estimated $234K sold.

CAPTRUST Financial Advisors first reported a position in THR in Q3 2023 and held it in 3 quarters. The position peaked at $372K in Q4 2023. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining Thermon Group Holdings position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 6,296 Thermon Group Holdings shares in Q1 2026, an estimated $234K.
  • CAPTRUST Financial Advisors first reported a position in Thermon Group Holdings in Q3 2023 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Thermon Group Holdings position peaked at $372K in Q4 2023.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.