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Acumen Wealth Advisors’s SAP SAP Stock Holding History

Acumen 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
Q2 		$601K Sell
3,902
-8,485
-68% -$1.45M 0.13% 81
2026
Q1 		$2.12M Sell
12,387
-6,607
-35% -$1.36M 0.57% 43
2025
Q4 		$4.61M Buy
+18,994
New +$4.84M 1.33% 24

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Acumen Wealth Advisors's SAP Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its SAP (SAP) stake by 68% in Q2 2026, selling an estimated $1.45M and leaving 3,902 shares worth $601K. The position accounts for 0.13% of the portfolio, ranked #81.

Acumen Wealth Advisors first reported a position in SAP in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.61M in Q4 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Acumen Wealth Advisors held 3,902 shares of SAP worth $601K as of Q2 2026.
  • Acumen Wealth Advisors sold 8,485 SAP shares in Q2 2026, an estimated $1.45M.
  • SAP made up 0.13% of Acumen Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Acumen Wealth Advisors first reported a position in SAP in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's SAP position peaked at $4.61M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.