Creative Planning’s Thermon Group Holdings THR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-10,111
| Closed | -$510K | – | 4398 |
|
|
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
Creative Planning's THR Position: Q2 2026 in Review
Creative Planning sold out of Thermon Group Holdings (THR) in Q2 2026, closing a stake of 10,111 shares — an estimated $510K sold.
Creative Planning first reported a position in THR in Q4 2013 and held it in 16 quarters. The position peaked at $510K in Q1 2026. 3 funds tracked by Wall St. Rank hold THR as of Q2 2026.
- Creative Planning reported no remaining Thermon Group Holdings position as of Q2 2026 after selling out during the quarter.
- Creative Planning sold 10,111 Thermon Group Holdings shares in Q2 2026, an estimated $510K.
- Creative Planning first reported a position in Thermon Group Holdings in Q4 2013 and held it in 16 quarters.
- Creative Planning's Thermon Group Holdings position peaked at $510K in Q1 2026.
- 3 funds tracked by Wall St. Rank held Thermon Group Holdings as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.