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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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.