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CBIZ Investment Advisory Services’s SAP SAP Stock Holding History

CBIZ Investment Advisory Services’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
-480
Closed -$146K – 776
2025
Q2 		$146K Hold
480
– – 0.01% 57
2025
Q1 		$129K Hold
480
– – 0.01% 60
2024
Q4 		$118K Hold
480
– – 0.01% 66
2024
Q3 		$110K Hold
480
– – 0.01% 67
2024
Q2 		$96.8K Hold
480
– – 0.01% 71
2024
Q1 		$93.6K Buy
+480
New +$85.3K 0.01% 74
2021
Q3 		– Hold
0
– – – 58
2021
Q2 		– Hold
0
– – – 57
2021
Q1 		– Hold
0
– – – 51
2020
Q4 		– Hold
0
– – – 54
2020
Q3 		– Hold
0
– – – 52
2020
Q2 		– Hold
0
– – – 59
2020
Q1 		– Hold
0
– – – 57
2019
Q4 		– Hold
0
– – – 74

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

CBIZ Investment Advisory Services's SAP Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of SAP (SAP) in Q3 2025, closing a stake of 480 shares — an estimated $146K sold.

CBIZ Investment Advisory Services first reported a position in SAP in Q1 2024 and held it in 6 quarters. The position peaked at $146K in Q2 2025. 928 funds tracked by Wall St. Rank hold SAP as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining SAP position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 480 SAP shares in Q3 2025, an estimated $146K.
  • CBIZ Investment Advisory Services first reported a position in SAP in Q1 2024 and held it in 6 quarters.
  • CBIZ Investment Advisory Services's SAP position peaked at $146K in Q2 2025.
  • 928 funds tracked by Wall St. Rank held SAP as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.