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 $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Creative Planning's GSK Position: Q2 2026 in Review

Creative Planning increased its GSK (GSK) stake by 5.2% in Q2 2026, buying an estimated $1.18M and bringing the position to 449,815 shares worth $23.6M. The position accounts for 0.01% of the portfolio, ranked #441.

Creative Planning first reported a position in GSK in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.6M in Q1 2026. 1,040 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Creative Planning held 449,815 shares of GSK worth $23.6M as of Q2 2026.
  • Creative Planning bought 22,401 GSK shares in Q2 2026, an estimated $1.18M.
  • GSK made up 0.01% of Creative Planning's portfolio in Q2 2026, its #441 holding.
  • Creative Planning first reported a position in GSK in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's GSK position peaked at $23.6M in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held GSK as of Q2 2026.

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