AWA
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Aletheian Wealth Advisors’s SAP SAP Stock Holding History

Aletheian 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
2025
Q3 		– Sell
-692
Closed -$210K – 105
2025
Q2 		$210K Sell
692
-69
-9% -$19.8K 0.1% 94
2025
Q1 		$204K Buy
+761
New +$207K 0.11% 92

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aletheian Wealth Advisors's SAP Position: Q3 2025 in Review

Aletheian Wealth Advisors sold out of SAP (SAP) in Q3 2025, closing a stake of 692 shares — an estimated $210K sold.

Aletheian Wealth Advisors first reported a position in SAP in Q1 2025 and held it in 2 quarters. The position peaked at $210K in Q2 2025. 928 funds tracked by Wall St. Rank hold SAP as of Q3 2025.

  • Aletheian Wealth Advisors reported no remaining SAP position as of Q3 2025 after selling out during the quarter.
  • Aletheian Wealth Advisors sold 692 SAP shares in Q3 2025, an estimated $210K.
  • Aletheian Wealth Advisors first reported a position in SAP in Q1 2025 and held it in 2 quarters.
  • Aletheian Wealth Advisors's SAP position peaked at $210K in Q2 2025.
  • 928 funds tracked by Wall St. Rank held SAP as of Q3 2025.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.