Atria Wealth Solutions’s SAP SAP Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$472K	Sell	1,552 -1,794	-54%	-$514K	0.01%	943
2025 Q1	$898K	Sell	3,346 -2,165	-39%	-$590K	0.01%	931
2024 Q4	$1.36M	Buy	5,511 +2,601	+89%	+$619K	0.01%	803
2024 Q3	$667K	Sell	2,910 -600	-17%	-$128K	0.01%	1098
2024 Q2	$708K	Buy	3,510 +15	+0.4%	+$2.83K	0.01%	1054
2024 Q1	$682K	Sell	3,495 -39	-1%	-$6.93K	0.01%	1101
2023 Q4	$546K	Buy	3,534 +1,392	+65%	+$201K	0.01%	1165
2023 Q3	$277K	Buy	2,142 +251	+13%	+$34.2K	﹤0.01%	1465
2023 Q2	$259K	Sell	1,891 -6	-0.3%	-$793	﹤0.01%	1528
2023 Q1	$240K	Buy	+1,897	New	+$223K	﹤0.01%	1555

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Atria Wealth Solutions's SAP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its SAP (SAP) stake by 54% in Q2 2025, selling an estimated $514K and leaving 1,552 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #943.

Atria Wealth Solutions first reported a position in SAP in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q4 2024. 969 funds tracked by Wall St. Rank hold SAP as of Q2 2025.

Atria Wealth Solutions held 1,552 shares of SAP worth $472K as of Q2 2025.
Atria Wealth Solutions sold 1,794 SAP shares in Q2 2025, an estimated $514K.
SAP made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #943 holding.
Atria Wealth Solutions first reported a position in SAP in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's SAP position peaked at $1.36M in Q4 2024.
969 funds tracked by Wall St. Rank held SAP as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.