Cassaday & Co Wealth Management’s SAP SAP Stock Holding History

Cassaday & Co Wealth Management’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	$1.23K	Sell	8 -60	-88%	-$10.2K	﹤0.01%	1060
2026 Q1	$11.6K	Buy	+68	New	+$14K	﹤0.01%	866

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

Cassaday & Co Wealth Management's SAP Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its SAP (SAP) stake by 88% in Q2 2026, selling an estimated $10.2K and leaving 8 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Cassaday & Co Wealth Management first reported a position in SAP in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.6K in Q1 2026. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Cassaday & Co Wealth Management held 8 shares of SAP worth $1.23K as of Q2 2026.
Cassaday & Co Wealth Management sold 60 SAP shares in Q2 2026, an estimated $10.2K.
SAP made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1060 holding.
Cassaday & Co Wealth Management first reported a position in SAP in Q1 2026 and has held it in 2 quarters since.
Cassaday & Co Wealth Management's SAP position peaked at $11.6K in Q1 2026.
814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.