Americana Partners’s SAP SAP Stock Holding History

Americana Partners’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	$993K	Buy	6,445 +2,405	+60%	+$410K	0.02%	319
2026 Q1	$692K	Sell	4,040 -14,524	-78%	-$3M	0.02%	318
2025 Q4	$4.51M	Buy	18,564 +159	+0.9%	+$40.5K	0.12%	142
2025 Q3	$4.92M	Buy	18,405 +127	+0.7%	+$35.7K	0.15%	125
2025 Q2	$5.56M	Sell	18,278 -728	-4%	-$209K	0.19%	107
2025 Q1	$5.1M	Buy	19,006 +3,829	+25%	+$1.04M	0.2%	106
2024 Q4	$3.74M	Buy	15,177 +10,201	+205%	+$2.43M	0.15%	132
2024 Q3	$1.14M	Buy	4,976 +435	+10%	+$92.5K	0.08%	183
2024 Q2	$916K	Buy	4,541 +1,065	+31%	+$201K	0.07%	188
2024 Q1	$678K	Buy	3,476 +888	+34%	+$158K	0.06%	201
2023 Q4	$399K	Sell	2,588 -1,235	-32%	-$179K	0.04%	232
2023 Q3	$423K	Buy	3,823 +1,334	+54%	+$182K	0.05%	220
2023 Q2	$341K	Buy	+2,489	New	+$329K	0.04%	221
2020 Q1	–	Sell	-235	Closed	-$31K	–	410
2019 Q4	$31K	Buy	+235	New	+$30.9K	0.02%	288

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

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

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

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

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

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

Americana Partners's SAP Position: Q2 2026 in Review

Americana Partners increased its SAP (SAP) stake by 60% in Q2 2026, buying an estimated $410K and bringing the position to 6,445 shares worth $993K. The position accounts for 0.02% of the portfolio, ranked #319.

Americana Partners first reported a position in SAP in Q4 2019 and has held it in 14 quarters since. The position peaked at $5.56M in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Americana Partners held 6,445 shares of SAP worth $993K as of Q2 2026.
Americana Partners bought 2,405 SAP shares in Q2 2026, an estimated $410K.
SAP made up 0.02% of Americana Partners's portfolio in Q2 2026, its #319 holding.
Americana Partners first reported a position in SAP in Q4 2019 and has held it in 14 quarters since.
Americana Partners's SAP position peaked at $5.56M in Q2 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.