Avior Wealth Management’s SAP SAP Stock Holding History

Avior Wealth Management’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	–	Sell	-1,392	Closed	-$238K	–	874
2026 Q1	$238K	Sell	1,392 -22	-2%	-$4.54K	0.01%	748
2025 Q4	$343K	Sell	1,414 -14	-1%	-$3.57K	0.01%	576
2025 Q3	$382K	Buy	1,428 +7	+0.5%	+$1.97K	0.01%	526
2025 Q2	$432K	Sell	1,421 -6	-0.4%	-$1.72K	0.01%	468
2025 Q1	$383K	Sell	1,427 -179	-11%	-$48.8K	0.01%	482
2024 Q4	$395K	Buy	1,606 +436	+37%	+$104K	0.01%	512
2024 Q3	$268K	Buy	1,170 +12	+1%	+$2.55K	0.01%	621
2024 Q2	$234K	Sell	1,158 -1,453	-56%	-$274K	0.01%	635
2024 Q1	$509K	Buy	+2,611	New	+$464K	0.02%	446
2019 Q1	–	Sell	-107	Closed	-$10K	–	704
2018 Q4	$10K	Buy	+107	New	+$11.4K	﹤0.01%	572

Other funds holding SAP

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

WPL

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Avior Wealth Management's SAP Position: Q2 2026 in Review

Avior Wealth Management sold out of SAP (SAP) in Q2 2026, closing a stake of 1,392 shares — an estimated $238K sold.

Avior Wealth Management first reported a position in SAP in Q4 2018 and held it in 10 quarters. The position peaked at $509K in Q1 2024. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Avior Wealth Management reported no remaining SAP position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 1,392 SAP shares in Q2 2026, an estimated $238K.
Avior Wealth Management first reported a position in SAP in Q4 2018 and held it in 10 quarters.
Avior Wealth Management's SAP position peaked at $509K in Q1 2024.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.