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AE Wealth Management’s SAP SAP Stock Holding History

AE Wealth Management’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 		$867K Buy
5,624
+1,108
+25% +$189K ﹤0.01% 972
2026
Q1 		$773K Buy
4,516
+219
+5% +$45.2K ﹤0.01% 919
2025
Q4 		$1.04M Buy
4,297
+191
+5% +$48.7K 0.01% 790
2025
Q3 		$1.1M Buy
4,106
+231
+6% +$65K 0.01% 732
2025
Q2 		$1.18M Buy
3,875
+933
+32% +$267K 0.01% 682
2025
Q1 		$790K Sell
2,942
-269
-8% -$73.3K 0.01% 777
2024
Q4 		$791K Sell
3,211
-370
-10% -$88K 0.01% 765
2024
Q3 		$820K Sell
3,581
-3,297
-48% -$701K 0.01% 750
2024
Q2 		$1.39M Buy
6,878
+741
+12% +$140K 0.01% 624
2024
Q1 		$1.2M Buy
6,137
+826
+16% +$147K 0.01% 618
2023
Q4 		$922K Sell
5,311
-996
-16% -$144K ﹤0.01% 1187
2023
Q3 		$816K Buy
6,307
+1,037
+20% +$141K ﹤0.01% 1183
2023
Q2 		$721K Buy
5,270
+846
+19% +$112K ﹤0.01% 1219
2023
Q1 		$560K Buy
4,424
+300
+7% +$35.2K ﹤0.01% 1297
2022
Q4 		$426K Sell
4,124
-14
-0.3% -$1.4K ﹤0.01% 1373
2022
Q3 		$336K Buy
4,138
+227
+6% +$20K ﹤0.01% 1423
2022
Q2 		$355K Buy
3,911
+943
+32% +$94.2K ﹤0.01% 1365
2022
Q1 		$329K Sell
2,968
-118
-4% -$14.3K ﹤0.01% 1385
2021
Q4 		$432K Buy
3,086
+205
+7% +$28.6K ﹤0.01% 1305
2021
Q3 		$389K Sell
2,881
-3
-0.1% -$436 ﹤0.01% 1272
2021
Q2 		$405K Buy
2,884
+404
+16% +$56.3K ﹤0.01% 1220
2021
Q1 		$305K Buy
2,480
+626
+34% +$79.3K ﹤0.01% 1244
2020
Q4 		$242K Buy
1,854
+94
+5% +$12.1K ﹤0.01% 1218
2020
Q3 		$274K Sell
1,760
-59
-3% -$9.37K ﹤0.01% 1074
2020
Q2 		$255K Buy
+1,819
New +$224K ﹤0.01% 1081
2020
Q1 		– Sell
-2,006
Closed -$269K – 1257
2019
Q4 		$269K Buy
+2,006
New +$264K 0.01% 948
2019
Q3 		– Sell
-1,483
Closed -$203K – 1058
2019
Q2 		$203K Buy
+1,483
New +$185K 0.01% 898

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

AE Wealth Management's SAP Position: Q2 2026 in Review

AE Wealth Management increased its SAP (SAP) stake by 25% in Q2 2026, buying an estimated $189K and bringing the position to 5,624 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

AE Wealth Management first reported a position in SAP in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.39M in Q2 2024. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • AE Wealth Management held 5,624 shares of SAP worth $867K as of Q2 2026.
  • AE Wealth Management bought 1,108 SAP shares in Q2 2026, an estimated $189K.
  • SAP made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #972 holding.
  • AE Wealth Management first reported a position in SAP in Q2 2019 and has held it in 27 quarters since.
  • AE Wealth Management's SAP position peaked at $1.39M in Q2 2024.
  • 814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

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