Bartlett & Co Wealth Management’s SAP SAP Stock Holding History

Bartlett & Co 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	$4.32K	Sell	28 -41	-59%	-$6.99K	﹤0.01%	1104
2026 Q1	$11.8K	Sell	69 -27	-28%	-$5.57K	﹤0.01%	903
2025 Q4	$23.3K	Hold	96	–	–	﹤0.01%	798
2025 Q3	$25.7K	Sell	96 -11	-10%	-$3.09K	﹤0.01%	782
2025 Q2	$32.5K	Buy	107 +11	+11%	+$3.15K	﹤0.01%	729
2025 Q1	$25.8K	Buy	96 +82	+586%	+$22.3K	﹤0.01%	777
2024 Q4	$3.45K	Hold	14	–	–	﹤0.01%	1004
2024 Q3	$3.21K	Hold	14	–	–	﹤0.01%	1006
2024 Q2	$2.82K	Hold	14	–	–	﹤0.01%	1033
2024 Q1	$2.73K	Hold	14	–	–	﹤0.01%	1019
2023 Q4	$2.16K	Hold	14	–	–	﹤0.01%	1149
2023 Q3	$1.81K	Hold	14	–	–	﹤0.01%	1078
2023 Q2	$1.92K	Hold	14	–	–	﹤0.01%	1069
2023 Q1	$1.77K	Hold	14	–	–	﹤0.01%	989
2022 Q4	$1.45K	Hold	14	–	–	﹤0.01%	1031
2022 Q3	$1.14K	Sell	14 -115	-89%	-$10.2K	﹤0.01%	1102
2022 Q2	$11.7K	Buy	129 +115	+821%	+$11.5K	﹤0.01%	834
2022 Q1	$1.55K	Buy	+14	New	+$1.7K	﹤0.01%	1009
2021 Q3	–	Sell	-16	Closed	-$2.25K	–	1054
2021 Q2	$2.25K	Hold	16	–	–	﹤0.01%	838
2021 Q1	$1.97K	Hold	16	–	–	﹤0.01%	882
2020 Q4	$2.09K	Buy	+16	New	+$2.06K	﹤0.01%	915
2019 Q2	–	Sell	-14	Closed	-$1.62K	–	801
2019 Q1	$1.62K	Buy	+14	New	+$1.49K	﹤0.01%	655

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

Bartlett & Co Wealth Management's SAP Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its SAP (SAP) stake by 59% in Q2 2026, selling an estimated $6.99K and leaving 28 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Bartlett & Co Wealth Management first reported a position in SAP in Q1 2019 and has held it in 22 quarters since. The position peaked at $32.5K in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Bartlett & Co Wealth Management held 28 shares of SAP worth $4.32K as of Q2 2026.
Bartlett & Co Wealth Management sold 41 SAP shares in Q2 2026, an estimated $6.99K.
SAP made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1104 holding.
Bartlett & Co Wealth Management first reported a position in SAP in Q1 2019 and has held it in 22 quarters since.
Bartlett & Co Wealth Management's SAP position peaked at $32.5K in Q2 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.