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
2025
Q4 		– Sell
-4,100
Closed -$64.6K – 4078
2025
Q3 		$64.6K Hold
4,100
– – ﹤0.01% 3734
2025
Q2 		$41.3K Buy
+4,100
New +$1.17M ﹤0.01% 3536
2024
Q3 		– Sell
-1,000
Closed -$1.35K – 3290
2024
Q2 		$1.35K Buy
+1,000
New +$189K ﹤0.01% 3052

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. 814 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.
  • 814 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.