SPI
SI

Strategic Planning Inc’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Strategic Planning Inc’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$323K Hold
2,647
– – 0.16% 42
2025
Q4 		$370K Hold
2,647
– – 0.2% 41
2025
Q3 		$357K Buy
2,647
+125
+5% +$16.9K 0.21% 42
2025
Q2 		$325K Hold
2,522
– – 0.19% 46
2025
Q1 		$291K Buy
+2,522
New +$291K 0.16% 49

Other funds holding SI

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Strategic Planning Inc's SI Position: Q1 2026 in Review

Strategic Planning Inc held its SIEMENS AKTIENGESELLSCHAFT ADS (SI) position steady in Q1 2026 at 2,647 shares worth $323K. The position accounts for 0.16% of the portfolio, ranked #42.

Strategic Planning Inc first reported a position in SI in Q1 2025 and has held it in 5 quarters since. The position peaked at $370K in Q4 2025. 50 funds tracked by Wall St. Rank hold SI as of Q1 2026.

  • Strategic Planning Inc held 2,647 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $323K as of Q1 2026.
  • Strategic Planning Inc left its SIEMENS AKTIENGESELLSCHAFT ADS share count unchanged in Q1 2026.
  • SIEMENS AKTIENGESELLSCHAFT ADS made up 0.16% of Strategic Planning Inc's portfolio in Q1 2026, its #42 holding.
  • Strategic Planning Inc first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $370K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.