180 Wealth Advisors’s SAP SAP Stock Holding History

180 Wealth Advisors’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
2026 Q1	–	Sell	-1,223	Closed	-$297K	–	491
2025 Q4	$297K	Buy	1,223 +185	+18%	+$47.1K	0.03%	371
2025 Q3	$277K	Buy	1,038 +364	+54%	+$102K	0.03%	377
2025 Q2	$205K	Buy	+674	New	+$193K	0.03%	396
2025 Q1	–	Sell	-953	Closed	-$235K	–	443
2024 Q4	$235K	Buy	953 +5	+0.5%	+$1.19K	0.04%	359
2024 Q3	$217K	Buy	+948	New	+$202K	0.03%	394
2020 Q1	–	Sell	-1,785	Closed	-$243K	–	257
2019 Q4	$243K	Sell	1,785 -334	-16%	-$43.9K	0.1%	227
2019 Q3	$267K	Sell	2,119 -338	-14%	-$41.9K	0.12%	204
2019 Q2	$302K	Sell	2,457 -25	-1%	-$3.11K	0.14%	183
2019 Q1	$306K	Sell	2,482 -358	-13%	-$38.1K	0.14%	185
2018 Q4	$349K	Hold	2,840	–	–	0.16%	167
2018 Q3	$349K	Buy	2,840 +54	+2%	+$6.41K	0.16%	167
2018 Q2	$322K	Buy	2,786 +693	+33%	+$78.2K	0.16%	172
2018 Q1	$221K	Buy	2,093 +96	+5%	+$10.4K	0.11%	213
2017 Q4	$224K	Buy	+1,997	New	+$226K	0.11%	210

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

180 Wealth Advisors's SAP Position: Q1 2026 in Review

180 Wealth Advisors sold out of SAP (SAP) in Q1 2026, closing a stake of 1,223 shares — an estimated $297K sold.

180 Wealth Advisors first reported a position in SAP in Q4 2017 and held it in 14 quarters. The position peaked at $349K in Q4 2018. 843 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

180 Wealth Advisors reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
180 Wealth Advisors sold 1,223 SAP shares in Q1 2026, an estimated $297K.
180 Wealth Advisors first reported a position in SAP in Q4 2017 and held it in 14 quarters.
180 Wealth Advisors's SAP position peaked at $349K in Q4 2018.
843 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on 180 Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.