EWA
THR

EP Wealth Advisors’s Thermon Group Holdings THR Stock Holding History

EP Wealth 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 		$345K Buy
6,848
+94
+1% +$4.38K ﹤0.01% 1080
2025
Q4 		$251K Buy
+6,754
New +$222K ﹤0.01% 1240

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

EP Wealth Advisors's THR Position: Q1 2026 in Review

EP Wealth Advisors increased its Thermon Group Holdings (THR) stake by 1.4% in Q1 2026, buying an estimated $4.38K and bringing the position to 6,848 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

EP Wealth Advisors first reported a position in THR in Q4 2025 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • EP Wealth Advisors held 6,848 shares of Thermon Group Holdings worth $345K as of Q1 2026.
  • EP Wealth Advisors bought 94 Thermon Group Holdings shares in Q1 2026, an estimated $4.38K.
  • Thermon Group Holdings made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1080 holding.
  • EP Wealth Advisors first reported a position in Thermon Group Holdings in Q4 2025 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.