First Trust Advisors’s Thermon Group Holdings THR Stock Holding History

First Trust 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
2025 Q2	–	Sell	-42,189	Closed	-$1.17M	–	2707
2025 Q1	$1.17M	Buy	42,189 +1,659	+4%	+$48K	﹤0.01%	1990
2024 Q4	$1.17M	Sell	40,530 -34,830	-46%	-$1.03M	﹤0.01%	2012
2024 Q3	$2.25M	Sell	75,360 -11,349	-13%	-$342K	﹤0.01%	1734
2024 Q2	$2.67M	Buy	+86,709	New	+$2.78M	﹤0.01%	1572
2023 Q3	–	Sell	-89,867	Closed	-$2.39M	–	2489
2023 Q2	$2.39M	Buy	89,867 +668	+0.7%	+$15.5K	﹤0.01%	1614
2023 Q1	$2.22M	Buy	89,199 +6,829	+8%	+$167K	﹤0.01%	1641
2022 Q4	$1.65M	Sell	82,370 -5,677	-6%	-$105K	﹤0.01%	1782
2022 Q3	$1.36M	Buy	+88,047	New	+$1.45M	﹤0.01%	1876
2017 Q3	–	Sell	-25,716	Closed	-$493K	–	2457
2017 Q2	$493K	Sell	25,716 -1,017	-4%	-$20K	﹤0.01%	2068
2017 Q1	$557K	Sell	26,733 -9,558	-26%	-$191K	﹤0.01%	2050
2016 Q4	$693K	Buy	36,291 +18,757	+107%	+$368K	﹤0.01%	1985
2016 Q3	$346K	Buy	+17,534	New	+$341K	﹤0.01%	2101

Other funds holding THR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

MVP

Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return

First Trust Advisors's THR Position: Q2 2025 in Review

First Trust Advisors sold out of Thermon Group Holdings (THR) in Q2 2025, closing a stake of 42,189 shares — an estimated $1.17M sold.

First Trust Advisors first reported a position in THR in Q3 2016 and held it in 12 quarters. The position peaked at $2.67M in Q2 2024. 168 funds tracked by Wall St. Rank hold THR as of Q2 2025.

First Trust Advisors reported no remaining Thermon Group Holdings position as of Q2 2025 after selling out during the quarter.
First Trust Advisors sold 42,189 Thermon Group Holdings shares in Q2 2025, an estimated $1.17M.
First Trust Advisors first reported a position in Thermon Group Holdings in Q3 2016 and held it in 12 quarters.
First Trust Advisors's Thermon Group Holdings position peaked at $2.67M in Q2 2024.
168 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q2 2025.

Based on First Trust Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.