Creative Planning
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Creative Planning’s SAP SAP Stock Holding History

Creative Planning’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-600
Closed -$3.12K – 3289
2024
Q2 		$3.12K Buy
+600
New +$113K ﹤0.01% 3039
2023
Q4 		– Sell
-200
Closed -$170 – 3045
2023
Q3 		$170 Sell
200
-300
-60% -$40.8K ﹤0.01% 2873
2023
Q2 		$575 Buy
+500
New +$66.1K ﹤0.01% 2619
2023
Q1 		– Sell
-600
Closed -$480 – 2757
2022
Q4 		$480 Buy
+600
New +$60.1K ﹤0.01% 2455

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Creative Planning's SAP Position: Q2 2026 in Review

Creative Planning increased its SAP (SAP) stake by 23% in Q2 2026, buying an estimated $4.94M and bringing the position to 157,554 shares worth $24.3M. The position accounts for 0.01% of the portfolio, ranked #427.

Creative Planning first reported a position in SAP in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.5M in Q2 2025. 818 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Creative Planning held 157,554 shares of SAP worth $24.3M as of Q2 2026.
  • Creative Planning bought 28,983 SAP shares in Q2 2026, an estimated $4.94M.
  • SAP made up 0.01% of Creative Planning's portfolio in Q2 2026, its #427 holding.
  • Creative Planning first reported a position in SAP in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's SAP position peaked at $38.5M in Q2 2025.
  • 818 funds tracked by Wall St. Rank held SAP as of Q2 2026.

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