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Beverly Hills Private Wealth’s SAP SAP Stock Holding History

Beverly Hills Private Wealth’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
Q4 		– Sell
-900
Closed -$240K – 352
2025
Q3 		$240K Sell
900
-161
-15% -$45.3K 0.04% 299
2025
Q2 		$323K Sell
1,061
-37
-3% -$10.6K 0.06% 253
2025
Q1 		$295K Sell
1,098
-36
-3% -$9.81K 0.06% 270
2024
Q4 		$279K Buy
1,134
+13
+1% +$3.09K 0.06% 269
2024
Q3 		$257K Sell
1,121
-273
-20% -$58K 0.05% 291
2024
Q2 		$281K Sell
1,394
-26
-2% -$4.91K 0.06% 283
2024
Q1 		$277K Sell
1,420
-92
-6% -$16.3K 0.06% 292
2023
Q4 		$234K Buy
+1,512
New +$219K 0.06% 297
2023
Q3 		– Sell
-2,777
Closed -$369K – 324
2023
Q2 		$369K Buy
+2,777
New +$367K 0.06% 267

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beverly Hills Private Wealth's SAP Position: Q4 2025 in Review

Beverly Hills Private Wealth sold out of SAP (SAP) in Q4 2025, closing a stake of 900 shares — an estimated $240K sold.

Beverly Hills Private Wealth first reported a position in SAP in Q2 2023 and held it in 9 quarters. The position peaked at $369K in Q2 2023. 928 funds tracked by Wall St. Rank hold SAP as of Q4 2025.

  • Beverly Hills Private Wealth reported no remaining SAP position as of Q4 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 900 SAP shares in Q4 2025, an estimated $240K.
  • Beverly Hills Private Wealth first reported a position in SAP in Q2 2023 and held it in 9 quarters.
  • Beverly Hills Private Wealth's SAP position peaked at $369K in Q2 2023.
  • 928 funds tracked by Wall St. Rank held SAP as of Q4 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.