Creative Planning’s Thermon Group Holdings THR Stock Holding History

Creative Planning’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	$510K	Buy	10,111 +3,674	+57%	+$171K	﹤0.01%	3018
2025 Q4	$239K	Buy	+6,437	New	+$211K	﹤0.01%	3411
2025 Q3	–	Sell	-7,402	Closed	-$208K	–	4015
2025 Q2	$208K	Sell	7,402 -3,507	-32%	-$95K	﹤0.01%	3191
2025 Q1	$304K	Buy	+10,909	New	+$316K	﹤0.01%	2743
2017 Q1	–	Sell	-600	Closed	-$11K	–	4904
2016 Q4	$11K	Hold	600	–	–	﹤0.01%	3503
2016 Q3	$12K	Hold	600	–	–	﹤0.01%	3406
2016 Q2	$12K	Hold	600	–	–	﹤0.01%	3143
2016 Q1	$11K	Hold	600	–	–	﹤0.01%	3179
2015 Q4	$10K	Hold	600	–	–	﹤0.01%	3312
2015 Q3	$12K	Buy	+600	New	+$13.9K	﹤0.01%	3089
2015 Q2	–	Sell	-600	Closed	-$14K	–	2831
2015 Q1	$14K	Hold	600	–	–	﹤0.01%	2988
2014 Q4	$15K	Sell	600 -42	-7%	-$999	﹤0.01%	2871
2014 Q3	$16K	Sell	642 -833	-56%	-$21.4K	﹤0.01%	2678
2014 Q2	$39K	Buy	1,475 +875	+146%	+$21.4K	﹤0.01%	2048
2014 Q1	$14K	Hold	600	–	–	﹤0.01%	2594
2013 Q4	$16K	Buy	+600	New	+$15.6K	﹤0.01%	2325

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

Creative Planning's THR Position: Q1 2026 in Review

Creative Planning increased its Thermon Group Holdings (THR) stake by 57% in Q1 2026, buying an estimated $171K and bringing the position to 10,111 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #3018.

Creative Planning first reported a position in THR in Q4 2013 and has held it in 16 quarters since. 215 funds tracked by Wall St. Rank hold THR as of Q1 2026.

Creative Planning held 10,111 shares of Thermon Group Holdings worth $510K as of Q1 2026.
Creative Planning bought 3,674 Thermon Group Holdings shares in Q1 2026, an estimated $171K.
Thermon Group Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3018 holding.
Creative Planning first reported a position in Thermon Group Holdings in Q4 2013 and has held it in 16 quarters since.
215 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.