Carolinas Wealth Consulting’s SAP SAP Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-33	Closed	-$8.79K	–	760
2025 Q1	$8.79K	Sell	33 -10	-23%	-$2.72K	﹤0.01%	542
2024 Q4	$10.6K	Sell	43 -9	-17%	-$2.14K	﹤0.01%	539
2024 Q3	$11.9K	Sell	52 -10	-16%	-$2.13K	﹤0.01%	538
2024 Q2	$12.4K	Hold	62	–	–	﹤0.01%	533
2024 Q1	$12K	Sell	62 -2	-3%	-$355	﹤0.01%	542
2023 Q4	$9.82K	Sell	64 -5	-7%	-$723	﹤0.01%	544
2023 Q3	$9.18K	Sell	69 -3	-4%	-$408	﹤0.01%	531
2023 Q2	$9.88K	Sell	72 -11	-13%	-$1.46K	﹤0.01%	594
2023 Q1	$10.5K	Hold	83	–	–	﹤0.01%	599
2022 Q4	$8.56K	Buy	+83	New	+$8.31K	﹤0.01%	637
2020 Q4	–	Sell	-36	Closed	-$6K	–	1012
2020 Q3	$6K	Hold	36	–	–	﹤0.01%	549
2020 Q2	$5K	Buy	+36	New	+$4.44K	﹤0.01%	408

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Carolinas Wealth Consulting's SAP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of SAP (SAP) in Q2 2025, closing a stake of 33 shares — an estimated $8.79K sold.

Carolinas Wealth Consulting first reported a position in SAP in Q2 2020 and held it in 12 quarters. The position peaked at $12.4K in Q2 2024. 969 funds tracked by Wall St. Rank hold SAP as of Q2 2025.

Carolinas Wealth Consulting reported no remaining SAP position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 33 SAP shares in Q2 2025, an estimated $8.79K.
Carolinas Wealth Consulting first reported a position in SAP in Q2 2020 and held it in 12 quarters.
Carolinas Wealth Consulting's SAP position peaked at $12.4K in Q2 2024.
969 funds tracked by Wall St. Rank held SAP as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.