AWA
SAP icon

Arkadios Wealth Advisors’s SAP SAP Stock Holding History

Arkadios 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
Q2 		$1.4M Sell
9,054
-91
-1% -$15.5K 0.02% 674
2026
Q1 		$1.57M Buy
9,145
+1,535
+20% +$317K 0.03% 611
2025
Q4 		$1.85M Sell
7,610
-275
-3% -$70.1K 0.04% 470
2025
Q3 		$2.11M Buy
7,885
+1,733
+28% +$487K 0.05% 384
2025
Q2 		$1.87M Sell
6,152
-1,860
-23% -$533K 0.06% 367
2025
Q1 		$2.15M Buy
8,012
+6,642
+485% +$1.81M 0.08% 272
2024
Q4 		$337K Buy
1,370
+28
+2% +$6.66K 0.02% 681
2024
Q3 		$307K Buy
1,342
+172
+15% +$36.6K 0.02% 696
2024
Q2 		$236K Buy
+1,170
New +$221K 0.02% 714
2021
Q4 		– Sell
-946
Closed -$127K – 1549
2021
Q3 		$127K Buy
946
+14
+2% +$2.03K 0.02% 628
2021
Q2 		$130K Buy
932
+810
+664% +$113K 0.02% 650
2021
Q1 		$15K Buy
122
+90
+281% +$11.4K ﹤0.01% 1068
2020
Q4 		$4K Buy
+32
New +$4.13K ﹤0.01% 1169
2020
Q2 		– Sell
-26
Closed -$2.87K – 1117
2020
Q1 		$2.87K Buy
26
+6
+30% +$757 ﹤0.01% 877
2019
Q4 		$2.75K Buy
+20
New +$2.63K ﹤0.01% 783

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

Arkadios Wealth Advisors's SAP Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its SAP (SAP) stake by 1% in Q2 2026, selling an estimated $15.5K and leaving 9,054 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #674.

Arkadios Wealth Advisors first reported a position in SAP in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.15M in Q1 2025. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Arkadios Wealth Advisors held 9,054 shares of SAP worth $1.4M as of Q2 2026.
  • Arkadios Wealth Advisors sold 91 SAP shares in Q2 2026, an estimated $15.5K.
  • SAP made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #674 holding.
  • Arkadios Wealth Advisors first reported a position in SAP in Q4 2019 and has held it in 15 quarters since.
  • Arkadios Wealth Advisors's SAP position peaked at $2.15M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.