UBS AM
THR

UBS AM’s Thermon Group Holdings THR Stock Holding History

UBS AM’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 		$2.97M Buy
58,894
+1,457
+3% +$67.9K ﹤0.01% 1837
2025
Q4 		$2.13M Buy
57,437
+1,914
+3% +$62.8K ﹤0.01% 1861
2025
Q3 		$1.48M Sell
55,523
-44,583
-45% -$1.2M ﹤0.01% 1869
2025
Q2 		$2.81M Buy
100,106
+29,259
+41% +$793K ﹤0.01% 1987
2025
Q1 		$1.97M Sell
70,847
-6,422
-8% -$186K ﹤0.01% 2000
2024
Q4 		$2.22M Buy
77,269
+9,718
+14% +$286K ﹤0.01% 1983
2024
Q3 		$2.02M Sell
67,551
-3,499
-5% -$106K ﹤0.01% 2033
2024
Q2 		$2.19M Buy
71,050
+32,407
+84% +$1.04M ﹤0.01% 1952
2024
Q1 		$1.26M Buy
38,643
+4,028
+12% +$118K ﹤0.01% 1896
2023
Q4 		$1.13M Hold
34,615
– – ﹤0.01% 1960
2023
Q3 		$951K Hold
34,615
– – ﹤0.01% 1985
2023
Q2 		$863K Hold
34,615
– – ﹤0.01% 2070
2023
Q1 		$863K Buy
34,615
+3,909
+13% +$95.4K ﹤0.01% 2070
2022
Q4 		$617K Buy
30,706
+13,163
+75% +$244K ﹤0.01% 2091
2022
Q3 		$270K Sell
17,543
-19,380
-52% -$319K ﹤0.01% 2522
2022
Q2 		$519K Sell
36,923
-2,291
-6% -$35.4K ﹤0.01% 2298
2022
Q1 		$635K Hold
39,214
– – ﹤0.01% 2367
2021
Q4 		$664K Buy
39,214
+3,913
+11% +$68.4K ﹤0.01% 2424
2021
Q3 		$611K Buy
35,301
+7,757
+28% +$129K ﹤0.01% 2413
2021
Q2 		$469K Buy
27,544
+2,322
+9% +$43.2K ﹤0.01% 2563
2021
Q1 		$492K Hold
25,222
– – ﹤0.01% 2397
2020
Q4 		$394K Hold
25,222
– – ﹤0.01% 2364
2020
Q3 		$283K Sell
25,222
-803
-3% -$10.6K ﹤0.01% 2321
2020
Q2 		$379K Buy
26,025
+1,405
+6% +$20.8K ﹤0.01% 2220
2020
Q1 		$371K Sell
24,620
-1,779
-7% -$37K ﹤0.01% 2089
2019
Q4 		$707K Sell
26,399
-4,054
-13% -$102K ﹤0.01% 2089
2019
Q3 		$700K Buy
30,453
+3,921
+15% +$92.8K ﹤0.01% 2124
2019
Q2 		$681K Buy
26,532
+16,233
+158% +$405K ﹤0.01% 2067
2019
Q1 		$252K Hold
10,299
– – ﹤0.01% 2381
2018
Q4 		$209K Hold
10,299
– – ﹤0.01% 2377
2018
Q3 		$266K Hold
10,299
– – ﹤0.01% 2316
2018
Q2 		$236K Hold
10,299
– – ﹤0.01% 2409
2018
Q1 		$231K Hold
10,299
– – ﹤0.01% 2323
2017
Q4 		$244K Hold
10,299
– – ﹤0.01% 2206
2017
Q3 		$185K Hold
10,299
– – ﹤0.01% 2284
2017
Q2 		$197K Hold
10,299
– – ﹤0.01% 2231
2017
Q1 		$215K Buy
+10,299
New +$206K ﹤0.01% 2157
2016
Q4 		– Sell
-14,999
Closed -$296K – 2653
2016
Q3 		$296K Hold
14,999
– – ﹤0.01% 2276
2016
Q2 		$288K Hold
14,999
– – ﹤0.01% 2243
2016
Q1 		$263K Sell
14,999
-2,700
-15% -$45.3K ﹤0.01% 2280
2015
Q4 		$299K Buy
17,699
+1,900
+12% +$36.2K ﹤0.01% 2339
2015
Q3 		$325K Sell
15,799
-16,926
-52% -$391K ﹤0.01% 2251
2015
Q2 		$788K Buy
32,725
+2,156
+7% +$50.6K ﹤0.01% 1798
2015
Q1 		$736K Sell
30,569
-6,000
-16% -$138K ﹤0.01% 1764
2014
Q4 		$885K Buy
36,569
+6,400
+21% +$152K ﹤0.01% 1642
2014
Q3 		$737K Buy
30,169
+18,270
+154% +$470K ﹤0.01% 1681
2014
Q2 		$313K Hold
11,899
– – ﹤0.01% 2155
2014
Q1 		$276K Buy
11,899
+1,100
+10% +$28.3K ﹤0.01% 2240
2013
Q4 		$295K Sell
10,799
-1,600
-13% -$41.6K ﹤0.01% 2149
2013
Q3 		$287K Hold
12,399
– – ﹤0.01% 2106
2013
Q2 		$253K Buy
+12,399
New +$249K ﹤0.01% 2112

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

UBS AM's THR Position: Q1 2026 in Review

UBS AM increased its Thermon Group Holdings (THR) stake by 2.5% in Q1 2026, buying an estimated $67.9K and bringing the position to 58,894 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

UBS AM first reported a position in THR in Q2 2013 and has held it in 51 quarters since. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • UBS AM held 58,894 shares of Thermon Group Holdings worth $2.97M as of Q1 2026.
  • UBS AM bought 1,457 Thermon Group Holdings shares in Q1 2026, an estimated $67.9K.
  • Thermon Group Holdings made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1837 holding.
  • UBS AM first reported a position in Thermon Group Holdings in Q2 2013 and has held it in 51 quarters since.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.