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Advisor OS’s SAP SAP Stock Holding History

Advisor OS’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 		$258K Buy
+1,508
New +$311K 0.02% 470
2025
Q4 		– Sell
-780
Closed -$208K – 523
2025
Q3 		$208K Buy
780
+89
+13% +$25K 0.02% 447
2025
Q2 		$210K Buy
+691
New +$198K 0.02% 419
2022
Q1 		– Sell
-2,900
Closed -$406K – 239
2021
Q4 		$406K Buy
2,900
+127
+5% +$17.7K 0.08% 189
2021
Q3 		$374K Hold
2,773
– – 0.08% 180
2021
Q2 		$389K Sell
2,773
-169
-6% -$23.5K 0.08% 165
2021
Q1 		$362K Buy
2,942
+25
+0.9% +$3.17K 0.08% 141
2020
Q4 		$381K Buy
+2,917
New +$376K 0.1% 97

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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPL
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor OS's SAP Position: Q1 2026 in Review

Advisor OS opened a new position in SAP (SAP) in Q1 2026: 1,508 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #470 among its holdings. This is a return to the name: Advisor OS previously reported a position in SAP as recently as Q3 2025.

Advisor OS first reported a position in SAP in Q4 2020 and has held it in 8 quarters since. The position peaked at $406K in Q4 2021. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Advisor OS held 1,508 shares of SAP worth $258K as of Q1 2026.
  • SAP was a new Advisor OS position in Q1 2026.
  • SAP made up 0.02% of Advisor OS's portfolio in Q1 2026, its #470 holding.
  • Advisor OS first reported a position in SAP in Q4 2020 and has held it in 8 quarters since.
  • Advisor OS's SAP position peaked at $406K in Q4 2021.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.