Atwood & Palmer’s SAP SAP Stock Holding History

Atwood & Palmer’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 Q3	–	Sell	-2	Closed	-$609	–	525
2025 Q2	$609	Hold	2	–	–	﹤0.01%	494
2025 Q1	$537	Sell	2 -2	-50%	-$545	﹤0.01%	424
2024 Q4	$985	Hold	4	–	–	﹤0.01%	431
2024 Q3	$917	Buy	+4	New	+$850	﹤0.01%	434

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

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

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

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

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

Atwood & Palmer's SAP Position: Q3 2025 in Review

Atwood & Palmer sold out of SAP (SAP) in Q3 2025, closing a stake of 2 shares — an estimated $609 sold.

Atwood & Palmer first reported a position in SAP in Q3 2024 and held it in 4 quarters. The position peaked at $985 in Q4 2024. 930 funds tracked by Wall St. Rank hold SAP as of Q3 2025.

Atwood & Palmer reported no remaining SAP position as of Q3 2025 after selling out during the quarter.
Atwood & Palmer sold 2 SAP shares in Q3 2025, an estimated $609.
Atwood & Palmer first reported a position in SAP in Q3 2024 and held it in 4 quarters.
Atwood & Palmer's SAP position peaked at $985 in Q4 2024.
930 funds tracked by Wall St. Rank held SAP as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.