Alliance Wealth Advisors (Utah)’s SAP SAP Stock Holding History

Alliance Wealth Advisors (Utah)’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	–	Sell	-935	Closed	-$227K	–	259
2025 Q4	$227K	Sell	935 -1,517	-62%	-$387K	0.05%	232
2025 Q3	$655K	Sell	2,452 -520	-17%	-$146K	0.15%	149
2025 Q2	$904K	Sell	2,972 -97	-3%	-$27.8K	0.22%	109
2025 Q1	$824K	Sell	3,069 -1,933	-39%	-$527K	0.22%	109
2024 Q4	$1.23M	Buy	5,002 +33	+0.7%	+$7.85K	0.32%	88
2024 Q3	$1.14M	Buy	4,969 +129	+3%	+$27.4K	0.3%	86
2024 Q2	$976K	Sell	4,840 -13	-0.3%	-$2.46K	0.29%	85
2024 Q1	$946K	Buy	4,853 +558	+13%	+$99.1K	0.28%	88
2023 Q4	$664K	Buy	4,295 +23	+0.5%	+$3.33K	0.22%	103
2023 Q3	$552K	Buy	4,272 +508	+13%	+$69.1K	0.2%	108
2023 Q2	$515K	Buy	3,764 +187	+5%	+$24.7K	0.19%	120
2023 Q1	$453K	Buy	3,577 +177	+5%	+$20.8K	0.18%	124
2022 Q4	$351K	Buy	+3,400	New	+$340K	0.16%	141

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SAP Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) sold out of SAP (SAP) in Q1 2026, closing a stake of 935 shares — an estimated $227K sold.

Alliance Wealth Advisors (Utah) first reported a position in SAP in Q4 2022 and held it in 13 quarters. The position peaked at $1.23M in Q4 2024. 843 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Alliance Wealth Advisors (Utah) reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 935 SAP shares in Q1 2026, an estimated $227K.
Alliance Wealth Advisors (Utah) first reported a position in SAP in Q4 2022 and held it in 13 quarters.
Alliance Wealth Advisors (Utah)'s SAP position peaked at $1.23M in Q4 2024.
843 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.