Carson Wealth (CWM LLC)
THR

Carson Wealth (CWM LLC)’s Thermon Group Holdings THR Stock Holding History

Carson Wealth (CWM LLC)’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 		$34.5K Buy
685
+113
+20% +$5.27K ﹤0.01% 4066
2025
Q4 		$21K Buy
572
+56
+11% +$1.84K ﹤0.01% 4151
2025
Q3 		$14K Sell
516
-311
-38% -$8.36K ﹤0.01% 4330
2025
Q2 		$23K Sell
827
-95
-10% -$2.57K ﹤0.01% 3830
2025
Q1 		$26K Buy
922
+376
+69% +$10.9K ﹤0.01% 3497
2024
Q4 		$16K Sell
546
-132
-19% -$3.89K ﹤0.01% 3607
2024
Q3 		$20K Buy
678
+122
+22% +$3.68K ﹤0.01% 3370
2024
Q2 		$17K Buy
556
+296
+114% +$9.48K ﹤0.01% 3237
2024
Q1 		$9K Buy
260
+101
+64% +$2.97K ﹤0.01% 3422
2023
Q4 		$5K Hold
159
– – ﹤0.01% 3548
2023
Q3 		$4K Buy
159
+29
+22% +$778 ﹤0.01% 3606
2023
Q2 		$3K Buy
130
+102
+364% +$2.37K ﹤0.01% 3700
2023
Q1 		$1K Hold
28
– – ﹤0.01% 3934
2022
Q4 		$1K Buy
+28
New +$520 ﹤0.01% 3855
2019
Q1 		– Sell
-23
Closed – – 3265
2018
Q4 		$0 Hold
23
– – ﹤0.01% 2239
2018
Q3 		$1K Hold
23
– – ﹤0.01% 1754
2018
Q2 		$1K Hold
23
– – ﹤0.01% 1603
2018
Q1 		$1K Hold
23
– – ﹤0.01% 1335
2017
Q4 		$1K Hold
23
– – ﹤0.01% 1401
2017
Q3 		$0 Hold
23
– – ﹤0.01% 1563
2017
Q2 		$0 Hold
23
– – ﹤0.01% 1313
2017
Q1 		$0 Buy
+23
New +$461 ﹤0.01% 1309

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

Carson Wealth (CWM LLC)'s THR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Thermon Group Holdings (THR) stake by 20% in Q1 2026, buying an estimated $5.27K and bringing the position to 685 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4066.

Carson Wealth (CWM LLC) first reported a position in THR in Q1 2017 and has held it in 22 quarters since. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 685 shares of Thermon Group Holdings worth $34.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 113 Thermon Group Holdings shares in Q1 2026, an estimated $5.27K.
  • Thermon Group Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4066 holding.
  • Carson Wealth (CWM LLC) first reported a position in Thermon Group Holdings in Q1 2017 and has held it in 22 quarters since.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.