UFF
THR

USA Financial Formulas’s Thermon Group Holdings THR Stock Holding History

USA Financial Formulas’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 		$21K Buy
+417
New +$19.4K ﹤0.01% 249
2023
Q4 		– Sell
-2,866
Closed -$78.7K – 536
2023
Q3 		$78.7K Hold
2,866
– – 0.12% 170
2023
Q2 		$76.2K Sell
2,866
-143
-5% -$3.32K 0.12% 132
2023
Q1 		$75K Buy
+3,009
New +$73.4K 0.12% 109

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

USA Financial Formulas's THR Position: Q1 2026 in Review

USA Financial Formulas opened a new position in Thermon Group Holdings (THR) in Q1 2026: 417 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #249 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in THR as recently as Q3 2023.

USA Financial Formulas first reported a position in THR in Q1 2023 and has held it in 4 quarters since. The position peaked at $78.7K in Q3 2023. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

  • USA Financial Formulas held 417 shares of Thermon Group Holdings worth $21K as of Q1 2026.
  • Thermon Group Holdings was a new USA Financial Formulas position in Q1 2026.
  • Thermon Group Holdings made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #249 holding.
  • USA Financial Formulas first reported a position in Thermon Group Holdings in Q1 2023 and has held it in 4 quarters since.
  • USA Financial Formulas's Thermon Group Holdings position peaked at $78.7K in Q3 2023.
  • 215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.