Creative Planning’s Sabesp SBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.66M | Buy |
286,971
+61,301
| +27% | +$371K | ﹤0.01% | 2238 |
|
|
2026
Q1 | $1.38M | Buy |
225,670
+17,921
| +9% | +$98.4K | ﹤0.01% | 2206 |
|
|
2025
Q4 | $989K | Buy |
207,749
+47,123
| +29% | +$227K | ﹤0.01% | 2292 |
|
|
2025
Q3 | $775K | Buy |
160,626
+1,991
| +1% | +$8.38K | ﹤0.01% | 2355 |
|
|
2025
Q2 | $676K | Buy |
158,635
+37,978
| +31% | +$147K | ﹤0.01% | 2194 |
|
|
2025
Q1 | $418K | Buy |
120,657
+37,854
| +46% | +$121K | ﹤0.01% | 2463 |
|
|
2024
Q4 | $230K | Sell |
82,803
-6,343
| -7% | -$19.4K | ﹤0.01% | 2873 |
|
|
2024
Q3 | $286K | Buy |
89,146
+30,609
| +52% | +$97.7K | ﹤0.01% | 2553 |
|
|
2024
Q2 | $153K | Buy |
+58,537
| New | +$171K | ﹤0.01% | 2748 |
|
|
2019
Q2 | – | Sell |
-57,712
| Closed | -$118K | – | 2110 |
|
|
2019
Q1 | $118K | Buy |
57,712
+5,626
| +11% | +$11.7K | ﹤0.01% | 1676 |
|
|
2018
Q4 | $82K | Sell |
52,086
-438
| -0.8% | -$630 | ﹤0.01% | 1655 |
|
|
2018
Q3 | $60K | Buy |
52,524
+835
| +2% | +$1.02K | ﹤0.01% | 1857 |
|
|
2018
Q2 | $60K | Buy |
+51,689
| New | +$81.3K | ﹤0.01% | 1834 |
|
|
2017
Q3 | – | Sell |
-38,194
| Closed | -$71K | – | 3373 |
|
|
2017
Q2 | $71K | Buy |
38,194
+11,695
| +44% | +$21.6K | ﹤0.01% | 2239 |
|
|
2017
Q1 | $53K | Sell |
26,499
-38,066
| -59% | -$75.1K | ﹤0.01% | 2434 |
|
|
2016
Q4 | $109K | Buy |
64,565
+13,397
| +26% | +$23.6K | ﹤0.01% | 1813 |
|
|
2016
Q3 | $92K | Buy |
51,168
+1,129
| +2% | +$2K | ﹤0.01% | 1904 |
|
|
2016
Q2 | $87K | Hold |
50,039
| – | – | ﹤0.01% | 1761 |
|
|
2016
Q1 | $64K | Sell |
50,039
-18,563
| -27% | -$19.6K | ﹤0.01% | 1922 |
|
|
2015
Q4 | $61K | Buy |
68,602
+47,202
| +221% | +$42.4K | ﹤0.01% | 1958 |
|
|
2015
Q3 | $16K | Buy |
+21,400
| New | +$19.2K | ﹤0.01% | 2907 |
|
|
2015
Q2 | – | Sell |
-30,063
| Closed | -$32K | – | 2653 |
|
|
2015
Q1 | $32K | Buy |
30,063
+25,422
| +548% | +$27.2K | ﹤0.01% | 2332 |
|
|
2014
Q4 | $6K | Sell |
4,641
-2,284
| -33% | -$3.26K | ﹤0.01% | 3417 |
|
|
2014
Q3 | $11K | Buy |
6,925
+2,284
| +49% | +$4.13K | ﹤0.01% | 2902 |
|
|
2014
Q2 | $10K | Hold |
4,641
| – | – | ﹤0.01% | 2881 |
|
|
2014
Q1 | $8K | Buy |
4,641
+2,578
| +125% | +$4.69K | ﹤0.01% | 2869 |
|
|
2013
Q4 | $5K | Hold |
2,063
| – | – | ﹤0.01% | 2849 |
|
|
2013
Q3 | $4K | Buy |
+2,063
| New | +$3.87K | ﹤0.01% | 2811 |
|
Other funds holding SBS
LBA
Creative Planning's SBS Position: Q2 2026 in Review
Creative Planning increased its Sabesp (SBS) stake by 27% in Q2 2026, buying an estimated $371K and bringing the position to 286,971 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2238.
Creative Planning first reported a position in SBS in Q3 2013 and has held it in 28 quarters since. 297 funds tracked by Wall St. Rank hold SBS as of Q2 2026.
- Creative Planning held 286,971 shares of Sabesp worth $1.66M as of Q2 2026.
- Creative Planning bought 61,301 Sabesp shares in Q2 2026, an estimated $371K.
- Sabesp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2238 holding.
- Creative Planning first reported a position in Sabesp in Q3 2013 and has held it in 28 quarters since.
- 297 funds tracked by Wall St. Rank held Sabesp as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.