Envestnet Asset Management
THR

Envestnet Asset Management’s Thermon Group Holdings THR Stock Holding History

Envestnet Asset Management’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 		$462K Sell
9,174
-22,948
-71% -$1.07M ﹤0.01% 3985
2025
Q4 		$1.19M Buy
+32,122
New +$1.05M ﹤0.01% 3165
2024
Q1 		– Sell
-21,274
Closed -$693K – 4280
2023
Q4 		$693K Buy
21,274
+4,531
+27% +$135K ﹤0.01% 3158
2023
Q3 		$460K Sell
16,743
-4,691
-22% -$126K ﹤0.01% 3302
2023
Q2 		$570K Sell
21,434
-255,423
-92% -$5.93M ﹤0.01% 3132
2023
Q1 		$283K Buy
+276,857
New +$6.76M ﹤0.01% 3473
2020
Q3 		– Sell
-19,158
Closed -$279K – 3191
2020
Q2 		$279K Buy
19,158
+390
+2% +$5.77K ﹤0.01% 2711
2020
Q1 		$283K Sell
18,768
-1,132
-6% -$23.6K ﹤0.01% 2575
2019
Q4 		$533K Sell
19,900
-1,408
-7% -$35.5K ﹤0.01% 2417
2019
Q3 		$490K Buy
21,308
+2,562
+14% +$60.6K ﹤0.01% 2386
2019
Q2 		$481K Buy
+18,746
New +$468K ﹤0.01% 2421
2018
Q3 		– Sell
-1,635
Closed -$37K – 2482
2018
Q2 		$37K Buy
1,635
+11
+0.7% +$258 ﹤0.01% 2289
2018
Q1 		$36K Sell
1,624
-12
-0.7% -$277 ﹤0.01% 2238
2017
Q4 		$39K Buy
1,636
+58
+4% +$1.27K ﹤0.01% 2382
2017
Q3 		$28K Buy
1,578
+53
+3% +$929 ﹤0.01% 2437
2017
Q2 		$29K Sell
1,525
-30
-2% -$589 ﹤0.01% 2520
2017
Q1 		$32K Sell
1,555
-66
-4% -$1.32K ﹤0.01% 2560
2016
Q4 		$31K Buy
1,621
+277
+21% +$5.43K ﹤0.01% 2567
2016
Q3 		$27K Sell
1,344
-126
-9% -$2.45K ﹤0.01% 2758
2016
Q2 		$28K Sell
1,470
-302
-17% -$5.79K ﹤0.01% 2905
2016
Q1 		$31K Buy
1,772
+104
+6% +$1.74K ﹤0.01% 2871
2015
Q4 		$28K Sell
1,668
-811
-33% -$15.4K ﹤0.01% 2832
2015
Q3 		$51K Buy
+2,479
New +$57.3K ﹤0.01% 2652
2013
Q4 		– Sell
-728
Closed -$17K – 2545
2013
Q3 		$17K Buy
+728
New +$15.4K ﹤0.01% 1531

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

Envestnet Asset Management's THR Position: Q1 2026 in Review

Envestnet Asset Management reduced its Thermon Group Holdings (THR) stake by 71% in Q1 2026, selling an estimated $1.07M and leaving 9,174 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #3985.

Envestnet Asset Management first reported a position in THR in Q3 2013 and has held it in 24 quarters since. The position peaked at $1.19M in Q4 2025. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • Envestnet Asset Management held 9,174 shares of Thermon Group Holdings worth $462K as of Q1 2026.
  • Envestnet Asset Management sold 22,948 Thermon Group Holdings shares in Q1 2026, an estimated $1.07M.
  • Thermon Group Holdings made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3985 holding.
  • Envestnet Asset Management first reported a position in Thermon Group Holdings in Q3 2013 and has held it in 24 quarters since.
  • Envestnet Asset Management's Thermon Group Holdings position peaked at $1.19M in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.