Creative Planning

Creative Planning’s Atkore ATKR Stock Holding History

Creative Planning’s Portfolio ATKR Stock Details ATKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.09M	Buy	18,528 +2,745	+17%	+$178K	﹤0.01%	2384
2025 Q4	$998K	Buy	15,783 +1,656	+12%	+$108K	﹤0.01%	2285
2025 Q3	$886K	Sell	14,127 -5,465	-28%	-$356K	﹤0.01%	2214
2025 Q2	$1.38M	Buy	19,592 +1,697	+9%	+$110K	﹤0.01%	1599
2025 Q1	$1.07M	Buy	17,895 +6,617	+59%	+$473K	﹤0.01%	1661
2024 Q4	$941K	Buy	11,278 +3,620	+47%	+$319K	﹤0.01%	1690
2024 Q3	$649K	Buy	7,658 +2,073	+37%	+$225K	﹤0.01%	1881
2024 Q2	$754K	Buy	5,585 +932	+20%	+$148K	﹤0.01%	1622
2024 Q1	$886K	Buy	4,653 +1,028	+28%	+$164K	﹤0.01%	1407
2023 Q4	$580K	Buy	3,625 +280	+8%	+$38.6K	﹤0.01%	1601
2023 Q3	$499K	Buy	3,345 +640	+24%	+$96.6K	﹤0.01%	1575
2023 Q2	$422K	Buy	2,705 +306	+13%	+$40.1K	﹤0.01%	1669
2023 Q1	$337K	Buy	2,399 +400	+20%	+$54.2K	﹤0.01%	1727
2022 Q4	$227K	Buy	+1,999	New	+$209K	﹤0.01%	1933
2017 Q2	–	Sell	-241	Closed	-$6K	–	4607
2017 Q1	$6K	Buy	+241	New	+$6.21K	﹤0.01%	3847

Other funds holding ATKR

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return