RFP
THR

Root Financial Partners’s Thermon Group Holdings THR Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-67
Closed -$3.38K – 2910
2026
Q1 		$3.38K Buy
+67
New +$3.12K ﹤0.01% 2103

Other funds holding THR

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Root Financial Partners's THR Position: Q2 2026 in Review

Root Financial Partners sold out of Thermon Group Holdings (THR) in Q2 2026, closing a stake of 67 shares — an estimated $3.38K sold.

Root Financial Partners first reported a position in THR in Q1 2026 and held it in 1 quarter. The position peaked at $3.38K in Q1 2026. 3 funds tracked by Wall St. Rank hold THR as of Q2 2026.

  • Root Financial Partners reported no remaining Thermon Group Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 67 Thermon Group Holdings shares in Q2 2026, an estimated $3.38K.
  • Root Financial Partners first reported a position in Thermon Group Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Thermon Group Holdings position peaked at $3.38K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.