HA
THR

Heartland Advisors’s Thermon Group Holdings THR Stock Holding History

Heartland 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 		– Sell
-255,533
Closed -$9.5M – 265
2025
Q4 		$9.5M Sell
255,533
-511
-0.2% -$16.8K 0.51% 69
2025
Q3 		$6.84M Buy
256,044
+24,732
+11% +$665K 0.36% 111
2025
Q2 		$6.5M Sell
231,312
-2,103
-0.9% -$57K 0.36% 119
2025
Q1 		$6.5M Sell
233,415
-6,482
-3% -$187K 0.37% 118
2024
Q4 		$6.9M Sell
239,897
-1,173
-0.5% -$34.6K 0.38% 109
2024
Q3 		$7.19M Sell
241,070
-1,100
-0.5% -$33.2K 0.38% 110
2024
Q2 		$7.45M Sell
242,170
-626
-0.3% -$20.1K 0.42% 94
2024
Q1 		$7.94M Sell
242,796
-54
-0% -$1.59K 0.42% 98
2023
Q4 		$7.91M Sell
242,850
-102,850
-30% -$3.06M 0.41% 98
2023
Q3 		$9.5M Sell
345,700
-24,600
-7% -$660K 0.53% 80
2023
Q2 		$9.85M Hold
370,300
– – 0.56% 79
2023
Q1 		$9.23M Sell
370,300
-106,050
-22% -$2.59M 0.57% 79
2022
Q4 		$9.57M Sell
476,350
-1,500
-0.3% -$27.9K 0.61% 73
2022
Q3 		$7.36M Buy
477,850
+1,250
+0.3% +$20.5K 0.55% 76
2022
Q2 		$6.7M Buy
476,600
+550
+0.1% +$8.49K 0.47% 93
2022
Q1 		$7.71M Buy
476,050
+200,600
+73% +$3.49M 0.48% 93
2021
Q4 		$4.66M Buy
+275,450
New +$4.82M 0.27% 146

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

Heartland Advisors's THR Position: Q1 2026 in Review

Heartland Advisors sold out of Thermon Group Holdings (THR) in Q1 2026, closing a stake of 255,533 shares — an estimated $9.5M sold.

Heartland Advisors first reported a position in THR in Q4 2021 and held it in 17 quarters. The position peaked at $9.85M in Q2 2023. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • Heartland Advisors reported no remaining Thermon Group Holdings position as of Q1 2026 after selling out during the quarter.
  • Heartland Advisors sold 255,533 Thermon Group Holdings shares in Q1 2026, an estimated $9.5M.
  • Heartland Advisors first reported a position in Thermon Group Holdings in Q4 2021 and held it in 17 quarters.
  • Heartland Advisors's Thermon Group Holdings position peaked at $9.85M in Q2 2023.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.