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Capital Planning Advisors’s SAP SAP Stock Holding History

Capital Planning 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
2025
Q3 		– Sell
-734
Closed -$223K – 154
2025
Q2 		$223K Buy
+734
New +$210K 0.03% 133
2024
Q2 		– Sell
-1,058
Closed -$206K – 144
2024
Q1 		$206K Buy
+1,058
New +$188K 0.04% 138

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Planning Advisors's SAP Position: Q3 2025 in Review

Capital Planning Advisors sold out of SAP (SAP) in Q3 2025, closing a stake of 734 shares — an estimated $223K sold.

Capital Planning Advisors first reported a position in SAP in Q1 2024 and held it in 2 quarters. The position peaked at $223K in Q2 2025. 928 funds tracked by Wall St. Rank hold SAP as of Q3 2025.

  • Capital Planning Advisors reported no remaining SAP position as of Q3 2025 after selling out during the quarter.
  • Capital Planning Advisors sold 734 SAP shares in Q3 2025, an estimated $223K.
  • Capital Planning Advisors first reported a position in SAP in Q1 2024 and held it in 2 quarters.
  • Capital Planning Advisors's SAP position peaked at $223K in Q2 2025.
  • 928 funds tracked by Wall St. Rank held SAP as of Q3 2025.

Based on Capital Planning Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.