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Beacon Pointe Advisors’s SAP SAP Stock Holding History

Beacon Pointe Advisors’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 		$904K Sell
5,864
-2,151
-27% -$367K ﹤0.01% 1078
2026
Q1 		$1.37M Buy
8,015
+4,911
+158% +$1.01M 0.01% 874
2025
Q4 		$754K Buy
3,104
+518
+20% +$132K 0.01% 922
2025
Q3 		$691K Sell
2,586
-1,304
-34% -$367K 0.01% 899
2025
Q2 		$1.18M Sell
3,890
-347
-8% -$99.4K 0.01% 620
2025
Q1 		$1.14M Sell
4,237
-189
-4% -$51.5K 0.01% 604
2024
Q4 		$1.09M Sell
4,426
-336
-7% -$79.9K 0.01% 608
2024
Q3 		$1.09M Sell
4,762
-722
-13% -$153K 0.01% 611
2024
Q2 		$1.11M Sell
5,484
-34
-0.6% -$6.42K 0.01% 614
2024
Q1 		$1.08M Sell
5,518
-178
-3% -$31.6K 0.01% 666
2023
Q4 		$881K Sell
5,696
-1,150
-17% -$166K 0.01% 707
2023
Q3 		$885K Buy
6,846
+906
+15% +$123K 0.01% 670
2023
Q2 		$813K Buy
5,940
+2,052
+53% +$271K 0.01% 577
2023
Q1 		$492K Sell
3,888
-1,765
-31% -$207K 0.01% 762
2022
Q4 		$583K Buy
5,653
+165
+3% +$16.5K 0.01% 639
2022
Q3 		$444K Sell
5,488
-336
-6% -$29.7K 0.01% 675
2022
Q2 		$529K Sell
5,824
-2,373
-29% -$237K 0.01% 629
2022
Q1 		$910K Buy
8,197
+3,200
+64% +$389K 0.01% 649
2021
Q4 		$700K Buy
4,997
+2,544
+104% +$355K 0.02% 461
2021
Q3 		$331K Buy
+2,453
New +$356K 0.01% 669

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Beacon Pointe Advisors's SAP Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its SAP (SAP) stake by 27% in Q2 2026, selling an estimated $367K and leaving 5,864 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Beacon Pointe Advisors first reported a position in SAP in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.37M in Q1 2026. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Beacon Pointe Advisors held 5,864 shares of SAP worth $904K as of Q2 2026.
  • Beacon Pointe Advisors sold 2,151 SAP shares in Q2 2026, an estimated $367K.
  • SAP made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1078 holding.
  • Beacon Pointe Advisors first reported a position in SAP in Q3 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's SAP position peaked at $1.37M in Q1 2026.
  • 814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.