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Allworth Financial’s SAP SAP Stock Holding History

Allworth Financial’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 		$509K Buy
3,304
+48
+1% +$8.19K ﹤0.01% 976
2026
Q1 		$557K Buy
3,256
+538
+20% +$111K ﹤0.01% 909
2025
Q4 		$660K Buy
2,718
+274
+11% +$69.8K ﹤0.01% 820
2025
Q3 		$653K Buy
2,444
+357
+17% +$100K ﹤0.01% 794
2025
Q2 		$635K Sell
2,087
-617
-23% -$177K ﹤0.01% 766
2025
Q1 		$740K Sell
2,704
-9
-0.3% -$2.45K ﹤0.01% 597
2024
Q4 		$741K Buy
2,713
+680
+33% +$162K ﹤0.01% 600
2024
Q3 		$466K Sell
2,033
-35
-2% -$7.44K ﹤0.01% 590
2024
Q2 		$408K Buy
2,068
+1,089
+111% +$206K ﹤0.01% 617
2024
Q1 		$191K Buy
979
+297
+44% +$52.8K ﹤0.01% 801
2023
Q4 		$105K Sell
682
-45
-6% -$6.51K ﹤0.01% 921
2023
Q3 		$94K Buy
727
+293
+68% +$39.9K ﹤0.01% 900
2023
Q2 		$59.4K Sell
434
-77
-15% -$10.2K ﹤0.01% 1067
2023
Q1 		$64.7K Buy
511
+188
+58% +$22.1K ﹤0.01% 988
2022
Q4 		$33.3K Buy
323
+23
+8% +$2.3K ﹤0.01% 1164
2022
Q3 		$24K Sell
300
-12
-4% -$1.06K ﹤0.01% 1225
2022
Q2 		$28K Buy
312
+162
+108% +$16.2K ﹤0.01% 1107
2022
Q1 		$17K Buy
150
+75
+100% +$9.12K ﹤0.01% 1321
2021
Q4 		$11K Hold
75
– – ﹤0.01% 1359
2021
Q3 		$10K Hold
75
– – ﹤0.01% 1349
2021
Q2 		$11K Buy
75
+74
+7,400% +$10.3K ﹤0.01% 1024
2021
Q1 		$0 Buy
+1
New +$127 ﹤0.01% 1604
2018
Q3 		– Sell
-16
Closed -$2K – 979
2018
Q2 		$2K Buy
+16
New +$1.81K ﹤0.01% 825
2016
Q4 		– Sell
-46
Closed -$4K – 729
2016
Q3 		$4K Sell
46
-68
-60% -$5.85K ﹤0.01% 534
2016
Q2 		$9K Buy
+114
New +$8.95K ﹤0.01% 400

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

Allworth Financial's SAP Position: Q2 2026 in Review

Allworth Financial increased its SAP (SAP) stake by 1.5% in Q2 2026, buying an estimated $8.19K and bringing the position to 3,304 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Allworth Financial first reported a position in SAP in Q2 2016 and has held it in 25 quarters since. The position peaked at $741K in Q4 2024. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Allworth Financial held 3,304 shares of SAP worth $509K as of Q2 2026.
  • Allworth Financial bought 48 SAP shares in Q2 2026, an estimated $8.19K.
  • SAP made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #976 holding.
  • Allworth Financial first reported a position in SAP in Q2 2016 and has held it in 25 quarters since.
  • Allworth Financial's SAP position peaked at $741K in Q4 2024.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.