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 $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.