Creative Planning
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Creative Planning’s Goldman Sachs GS Stock Holding History

Creative Planning’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$9K – 2396
2020
Q3 		$9K Hold
100
– – ﹤0.01% 2021
2020
Q2 		$9K Hold
100
– – ﹤0.01% 1885
2020
Q1 		$5K Buy
+100
New +$21.2K ﹤0.01% 1797
2019
Q4 		– Sell
-100
Closed -$9K – 2047
2019
Q3 		$9K Hold
100
– – ﹤0.01% 1906
2019
Q2 		$9K Sell
100
-500
-83% -$99K ﹤0.01% 1940
2019
Q1 		$15K Hold
600
– – ﹤0.01% 1857
2018
Q4 		$9K Buy
+600
New +$121K ﹤0.01% 1841
2017
Q3 		– Sell
-600
Closed -$25K – 2642
2017
Q2 		$25K Sell
600
-1,100
-65% -$244K ﹤0.01% 3023
2017
Q1 		$55K Hold
1,700
– – ﹤0.01% 2408
2016
Q4 		$114K Buy
1,700
+1,200
+240% +$244K ﹤0.01% 1780
2016
Q3 		$16K Buy
500
+400
+400% +$65K ﹤0.01% 3203
2016
Q2 		$2K Buy
+100
New +$15.6K ﹤0.01% 4011

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning's GS Position: Q2 2026 in Review

Creative Planning increased its Goldman Sachs (GS) stake by 8% in Q2 2026, buying an estimated $10.7M and bringing the position to 149,075 shares worth $151M. The position accounts for 0.09% of the portfolio, ranked #103.

Creative Planning first reported a position in GS in Q2 2013 and has held it in 53 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Creative Planning held 149,075 shares of Goldman Sachs worth $151M as of Q2 2026.
  • Creative Planning bought 10,998 Goldman Sachs shares in Q2 2026, an estimated $10.7M.
  • Goldman Sachs made up 0.09% of Creative Planning's portfolio in Q2 2026, its #103 holding.
  • Creative Planning first reported a position in Goldman Sachs in Q2 2013 and has held it in 53 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.