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 $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's SAP Position: Q1 2026 in Review

Creative Planning increased its SAP (SAP) stake by 1% in Q1 2026, buying an estimated $262K and bringing the position to 128,571 shares worth $22M. The position accounts for 0.01% of the portfolio, ranked #402.

Creative Planning first reported a position in SAP in Q2 2013 and has held it in 51 quarters since. The position peaked at $38.5M in Q2 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Creative Planning held 128,571 shares of SAP worth $22M as of Q1 2026.
  • Creative Planning bought 1,270 SAP shares in Q1 2026, an estimated $262K.
  • SAP made up 0.01% of Creative Planning's portfolio in Q1 2026, its #402 holding.
  • Creative Planning first reported a position in SAP in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's SAP position peaked at $38.5M in Q2 2025.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

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