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Institute for Wealth Management’s Thor Industries THO Stock Holding History

Institute for Wealth Management’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
Q3 		– Sell
-3,857
Closed -$343K – 604
2025
Q2 		$343K Hold
3,857
– – 0.04% 399
2025
Q1 		$292K Hold
3,857
– – 0.04% 419
2024
Q4 		$369K Buy
3,857
+255
+7% +$27.2K 0.05% 357
2024
Q3 		$396K Buy
+3,602
New +$366K 0.05% 351

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institute for Wealth Management's THO Position: Q3 2025 in Review

Institute for Wealth Management sold out of Thor Industries (THO) in Q3 2025, closing a stake of 3,857 shares — an estimated $343K sold.

Institute for Wealth Management first reported a position in THO in Q3 2024 and held it in 4 quarters. The position peaked at $396K in Q3 2024. 416 funds tracked by Wall St. Rank hold THO as of Q3 2025.

  • Institute for Wealth Management reported no remaining Thor Industries position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 3,857 Thor Industries shares in Q3 2025, an estimated $343K.
  • Institute for Wealth Management first reported a position in Thor Industries in Q3 2024 and held it in 4 quarters.
  • Institute for Wealth Management's Thor Industries position peaked at $396K in Q3 2024.
  • 416 funds tracked by Wall St. Rank held Thor Industries as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.