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Baker Tilly Wealth Management’s SAP SAP Stock Holding History

Baker Tilly 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
Q1 		– Sell
-1,341
Closed -$326K – 306
2025
Q4 		$326K Sell
1,341
-60
-4% -$15.3K 0.08% 210
2025
Q3 		$374K Buy
1,401
+24
+2% +$6.75K 0.08% 185
2025
Q2 		$419K Buy
1,377
+66
+5% +$18.9K 0.15% 143
2025
Q1 		$352K Sell
1,311
-2,383
-65% -$649K 0.14% 162
2024
Q4 		$910K Sell
3,694
-489
-12% -$116K 0.36% 62
2024
Q3 		$958K Buy
4,183
+71
+2% +$15.1K 0.42% 59
2024
Q2 		$829K Sell
4,112
-2,590
-39% -$489K 0.34% 69
2024
Q1 		$1.31M Sell
6,702
-64
-0.9% -$11.4K 0.24% 96
2023
Q4 		$1.05M Sell
6,766
-1,155
-15% -$167K 0.17% 133
2023
Q3 		$1.02M Sell
7,921
-10,912
-58% -$1.49M 0.17% 127
2023
Q2 		$2.58M Buy
18,833
+125
+0.7% +$16.5K 0.27% 83
2023
Q1 		$2.37M Buy
18,708
+3,738
+25% +$438K 0.27% 81
2022
Q4 		$1.54M Buy
14,970
+5,418
+57% +$542K 0.19% 124
2022
Q3 		$776K Sell
9,552
-186
-2% -$16.4K 0.11% 208
2022
Q2 		$883K Buy
+9,738
New +$973K 0.12% 194

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baker Tilly Wealth Management's SAP Position: Q1 2026 in Review

Baker Tilly Wealth Management sold out of SAP (SAP) in Q1 2026, closing a stake of 1,341 shares — an estimated $326K sold.

Baker Tilly Wealth Management first reported a position in SAP in Q2 2022 and held it in 15 quarters. The position peaked at $2.58M in Q2 2023. 843 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Baker Tilly Wealth Management reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,341 SAP shares in Q1 2026, an estimated $326K.
  • Baker Tilly Wealth Management first reported a position in SAP in Q2 2022 and held it in 15 quarters.
  • Baker Tilly Wealth Management's SAP position peaked at $2.58M in Q2 2023.
  • 843 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.