AO
SAP icon

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
Q2 		– Sell
-1,508
Closed -$258K – 617
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 $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

Advisor OS's SAP Position: Q2 2026 in Review

Advisor OS sold out of SAP (SAP) in Q2 2026, closing a stake of 1,508 shares — an estimated $258K sold.

Advisor OS first reported a position in SAP in Q4 2020 and held it in 8 quarters. The position peaked at $406K in Q4 2021. 817 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Advisor OS reported no remaining SAP position as of Q2 2026 after selling out during the quarter.
  • Advisor OS sold 1,508 SAP shares in Q2 2026, an estimated $258K.
  • Advisor OS first reported a position in SAP in Q4 2020 and held it in 8 quarters.
  • Advisor OS's SAP position peaked at $406K in Q4 2021.
  • 817 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.