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Heritage Wealth Advisors’s Thor Industries THO Stock Holding History

Heritage Wealth Advisors’s Portfolio THO Stock Details THO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-77
Closed -$7.37K – 644
2024
Q4 		$7.37K Hold
77
– – ﹤0.01% 467
2024
Q3 		$8.46K Buy
+77
New +$7.82K ﹤0.01% 448

Other funds holding THO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Heritage Wealth Advisors's THO Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Thor Industries (THO) in Q1 2025, closing a stake of 77 shares — an estimated $7.37K sold.

Heritage Wealth Advisors first reported a position in THO in Q3 2024 and held it in 2 quarters. The position peaked at $8.46K in Q3 2024. 403 funds tracked by Wall St. Rank hold THO as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Thor Industries position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 77 Thor Industries shares in Q1 2025, an estimated $7.37K.
  • Heritage Wealth Advisors first reported a position in Thor Industries in Q3 2024 and held it in 2 quarters.
  • Heritage Wealth Advisors's Thor Industries position peaked at $8.46K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Thor Industries as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.