Creative Planning’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,000
Closed -$10.4K 3985
2025
Q3
$10.4K Buy
+1,000
New +$741K ﹤0.01% 3842
2020
Q3
Sell
-200
Closed -$1K 2196
2020
Q2
$1K Sell
200
-400
-67% -$75.1K ﹤0.01% 1988
2020
Q1
$4K Buy
+600
New +$127K ﹤0.01% 1803
2019
Q1
Sell
-300
Closed -$6K 2026
2018
Q4
$6K Buy
+300
New +$60.5K ﹤0.01% 1858

Other funds holding GS

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.