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
Q2 		– Sell
-6,848
Closed -$345K – 1877
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

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

EP Wealth Advisors's THR Position: Q2 2026 in Review

EP Wealth Advisors sold out of Thermon Group Holdings (THR) in Q2 2026, closing a stake of 6,848 shares — an estimated $345K sold.

EP Wealth Advisors first reported a position in THR in Q4 2025 and held it in 2 quarters. The position peaked at $345K in Q1 2026. 3 funds tracked by Wall St. Rank hold THR as of Q2 2026.

  • EP Wealth Advisors reported no remaining Thermon Group Holdings position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 6,848 Thermon Group Holdings shares in Q2 2026, an estimated $345K.
  • EP Wealth Advisors first reported a position in Thermon Group Holdings in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Thermon Group Holdings position peaked at $345K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.