Aaron Wealth Advisors’s SAP SAP Stock Holding History

Aaron 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	$2.08M	Buy	12,165 +1,839	+18%	+$380K	0.12%	107
2025 Q4	$2.51M	Buy	10,326 +1,703	+20%	+$434K	0.14%	101
2025 Q3	$2.3M	Sell	8,623 -610	-7%	-$172K	0.14%	94
2025 Q2	$2.81M	Buy	9,233 +319	+4%	+$91.4K	0.29%	51
2025 Q1	$2.39M	Buy	8,914 +304	+4%	+$82.8K	0.27%	58
2024 Q4	$2.12M	Buy	8,610 +521	+6%	+$124K	0.25%	60
2024 Q3	$1.85M	Buy	8,089 +1,374	+20%	+$292K	0.22%	63
2024 Q2	$1.35M	Buy	6,715 +455	+7%	+$85.9K	0.19%	74
2024 Q1	$1.22M	Buy	6,260 +2,200	+54%	+$391K	0.18%	75
2023 Q4	$628K	Buy	4,060 +453	+13%	+$65.5K	0.1%	119
2023 Q3	$466K	Buy	3,607 +434	+14%	+$59.1K	0.06%	154
2023 Q2	$434K	Sell	3,173 -9	-0.3%	-$1.19K	0.06%	170
2023 Q1	$403K	Buy	3,182 +451	+17%	+$52.9K	0.06%	171
2022 Q4	$282K	Buy	+2,731	New	+$273K	0.04%	202
2022 Q2	–	Sell	-67,796	Closed	-$611K	–	714
2022 Q1	$611K	Buy	+67,796	New	+$8.24M	0.01%	469

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 New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return