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Arete Wealth Advisors’s SAP SAP Stock Holding History

Arete 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
2026
Q1 		– Sell
-1,332
Closed -$324K – 657
2025
Q4 		$324K Buy
1,332
+57
+4% +$14.5K 0.02% 562
2025
Q3 		$341K Sell
1,275
-59
-4% -$16.6K 0.02% 549
2025
Q2 		$406K Sell
1,334
-145
-10% -$41.6K 0.03% 478
2025
Q1 		$397K Sell
1,479
-714
-33% -$194K 0.03% 453
2024
Q4 		$541K Buy
2,193
+137
+7% +$32.6K 0.04% 392
2024
Q3 		$469K Sell
2,056
-1,371
-40% -$291K 0.04% 392
2024
Q2 		$691K Buy
+3,427
New +$647K 0.06% 317
2024
Q1 		– Sell
-3,491
Closed -$540K – 660
2023
Q4 		$540K Buy
3,491
+110
+3% +$15.9K 0.04% 383
2023
Q3 		$437K Buy
+3,381
New +$460K 0.08% 260

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 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

Arete Wealth Advisors's SAP Position: Q1 2026 in Review

Arete Wealth Advisors sold out of SAP (SAP) in Q1 2026, closing a stake of 1,332 shares — an estimated $324K sold.

Arete Wealth Advisors first reported a position in SAP in Q3 2023 and held it in 9 quarters. The position peaked at $691K in Q2 2024. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Arete Wealth Advisors reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,332 SAP shares in Q1 2026, an estimated $324K.
  • Arete Wealth Advisors first reported a position in SAP in Q3 2023 and held it in 9 quarters.
  • Arete Wealth Advisors's SAP position peaked at $691K in Q2 2024.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.