Creative Planning
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Creative Planning’s GSK GSK Stock Holding History

Creative Planning’s Portfolio GSK Stock Details GSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-800
Closed -$3K – 1861
2015
Q1 		$3K Sell
800
-800
-50% -$45.9K ﹤0.01% 3743
2014
Q4 		$3K Buy
+1,600
New +$89.5K ﹤0.01% 3702

Other funds holding GSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's GSK Position: Q1 2026 in Review

Creative Planning increased its GSK (GSK) stake by 12% in Q1 2026, buying an estimated $2.48M and bringing the position to 427,414 shares worth $23.6M. The position accounts for 0.02% of the portfolio, ranked #374.

Creative Planning first reported a position in GSK in Q2 2013 and has held it in 52 quarters since. 1,031 funds tracked by Wall St. Rank hold GSK as of Q1 2026.

  • Creative Planning held 427,414 shares of GSK worth $23.6M as of Q1 2026.
  • Creative Planning bought 45,772 GSK shares in Q1 2026, an estimated $2.48M.
  • GSK made up 0.02% of Creative Planning's portfolio in Q1 2026, its #374 holding.
  • Creative Planning first reported a position in GSK in Q2 2013 and has held it in 52 quarters since.
  • 1,031 funds tracked by Wall St. Rank held GSK as of Q1 2026.

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