CWM
SAP icon

Centricity Wealth Management’s SAP SAP Stock Holding History

Centricity 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
2025
Q2 		$30.4K Hold
100
– – 0.02% 218
2025
Q1 		$26.8K Hold
100
– – 0.02% 223
2024
Q4 		$24.6K Buy
+100
New +$23.8K 0.02% 230

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Centricity Wealth Management's SAP Position: Q2 2025 in Review

Centricity Wealth Management held its SAP (SAP) position steady in Q2 2025 at 100 shares worth $30.4K. The position accounts for 0.02% of the portfolio, ranked #218.

Centricity Wealth Management first reported a position in SAP in Q4 2024 and has held it in 3 quarters since. 969 funds tracked by Wall St. Rank hold SAP as of Q2 2025.

  • Centricity Wealth Management held 100 shares of SAP worth $30.4K as of Q2 2025.
  • Centricity Wealth Management left its SAP share count unchanged in Q2 2025.
  • SAP made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #218 holding.
  • Centricity Wealth Management first reported a position in SAP in Q4 2024 and has held it in 3 quarters since.
  • 969 funds tracked by Wall St. Rank held SAP as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.