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AA Financial Advisors’s SAP SAP Stock Holding History

AA Financial 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
-1,004
Closed -$244K – 234
2025
Q4 		$244K Buy
1,004
+24
+2% +$6.12K 0.05% 194
2025
Q3 		$262K Sell
980
-23
-2% -$6.47K 0.05% 168
2025
Q2 		$305K Sell
1,003
-446
-31% -$128K 0.07% 150
2025
Q1 		$389K Sell
1,449
-85
-6% -$23.2K 0.09% 116
2024
Q4 		$378K Buy
+1,534
New +$365K 0.1% 119

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AA Financial Advisors's SAP Position: Q1 2026 in Review

AA Financial Advisors sold out of SAP (SAP) in Q1 2026, closing a stake of 1,004 shares — an estimated $244K sold.

AA Financial Advisors first reported a position in SAP in Q4 2024 and held it in 5 quarters. The position peaked at $389K in Q1 2025. 843 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • AA Financial Advisors reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
  • AA Financial Advisors sold 1,004 SAP shares in Q1 2026, an estimated $244K.
  • AA Financial Advisors first reported a position in SAP in Q4 2024 and held it in 5 quarters.
  • AA Financial Advisors's SAP position peaked at $389K in Q1 2025.
  • 843 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on AA Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.