BSW Wealth Partners’s SAP SAP Stock Holding History

BSW Wealth Partners’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	$654K	Sell	4,246 -586	-12%	-$99.9K	0.07%	149
2026 Q1	$827K	Buy	4,832 +3,654	+310%	+$754K	0.1%	117
2025 Q4	$286K	Sell	1,178 -90	-7%	-$22.9K	0.03%	254
2025 Q3	$339K	Sell	1,268 -88	-6%	-$24.7K	0.04%	234
2025 Q2	$412K	Buy	1,356 +79	+6%	+$22.6K	0.06%	193
2025 Q1	$343K	Buy	1,277 +16	+1%	+$4.36K	0.05%	214
2024 Q4	$310K	Buy	1,261 +143	+13%	+$34K	0.05%	225
2024 Q3	$256K	Buy	1,118 +22	+2%	+$4.68K	0.04%	253
2024 Q2	$221K	Buy	1,096 +13	+1%	+$2.46K	0.04%	264
2024 Q1	$211K	Buy	+1,083	New	+$192K	0.04%	275
2018 Q4	–	Sell	-3,038	Closed	-$374K	–	134
2018 Q3	$374K	Buy	3,038 +1,307	+76%	+$155K	0.14%	59
2018 Q2	$200K	Buy	+1,731	New	+$195K	0.09%	86

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

BSW Wealth Partners's SAP Position: Q2 2026 in Review

BSW Wealth Partners reduced its SAP (SAP) stake by 12% in Q2 2026, selling an estimated $99.9K and leaving 4,246 shares worth $654K. The position accounts for 0.07% of the portfolio, ranked #149.

BSW Wealth Partners first reported a position in SAP in Q2 2018 and has held it in 12 quarters since. The position peaked at $827K in Q1 2026. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

BSW Wealth Partners held 4,246 shares of SAP worth $654K as of Q2 2026.
BSW Wealth Partners sold 586 SAP shares in Q2 2026, an estimated $99.9K.
SAP made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #149 holding.
BSW Wealth Partners first reported a position in SAP in Q2 2018 and has held it in 12 quarters since.
BSW Wealth Partners's SAP position peaked at $827K in Q1 2026.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.