NKCFO LLC’s Thermon Group Holdings THR Stock Holding History

NKCFO LLC’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	-2,295	Closed	-$85K	–	127
2025 Q4	$85K	Buy	+2,295	New	+$75.3K	0.02%	82

Other funds holding THR

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

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

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NKCFO LLC's THR Position: Q1 2026 in Review

NKCFO LLC sold out of Thermon Group Holdings (THR) in Q1 2026, closing a stake of 2,295 shares — an estimated $85K sold.

NKCFO LLC first reported a position in THR in Q4 2025 and held it in 1 quarter. The position peaked at $85K in Q4 2025. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

NKCFO LLC reported no remaining Thermon Group Holdings position as of Q1 2026 after selling out during the quarter.
NKCFO LLC sold 2,295 Thermon Group Holdings shares in Q1 2026, an estimated $85K.
NKCFO LLC first reported a position in Thermon Group Holdings in Q4 2025 and held it in 1 quarter.
NKCFO LLC's Thermon Group Holdings position peaked at $85K in Q4 2025.
215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on NKCFO LLC's 13F filing for Q1 2026, filed 11 May 2026.