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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its SAP (SAP) stake by 20% in Q1 2026, buying an estimated $317K and bringing the position to 9,145 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #611.

Arkadios Wealth Advisors first reported a position in SAP in Q4 2019 and has held it in 14 quarters since. The position peaked at $2.15M in Q1 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Arkadios Wealth Advisors held 9,145 shares of SAP worth $1.57M as of Q1 2026.
Arkadios Wealth Advisors bought 1,535 SAP shares in Q1 2026, an estimated $317K.
SAP made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #611 holding.
Arkadios Wealth Advisors first reported a position in SAP in Q4 2019 and has held it in 14 quarters since.
Arkadios Wealth Advisors's SAP position peaked at $2.15M in Q1 2025.
840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

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