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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's GS Position: Q1 2026 in Review

Creative Planning increased its Goldman Sachs (GS) stake by 8.4% in Q1 2026, buying an estimated $9.59M and bringing the position to 138,077 shares worth $117M. The position accounts for 0.08% of the portfolio, ranked #114.

Creative Planning first reported a position in GS in Q2 2013 and has held it in 52 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Creative Planning held 138,077 shares of Goldman Sachs worth $117M as of Q1 2026.
Creative Planning bought 10,753 Goldman Sachs shares in Q1 2026, an estimated $9.59M.
Goldman Sachs made up 0.08% of Creative Planning's portfolio in Q1 2026, its #114 holding.
Creative Planning first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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