Cherry Tree Wealth Management’s SAP SAP Stock Holding History

Cherry Tree 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 Q1	$41.3K	Hold	241	–	–	0.01%	285
2025 Q4	$58.5K	Hold	241	–	–	0.01%	255
2025 Q3	$64.4K	Hold	241	–	–	0.01%	242
2025 Q2	$73.3K	Hold	241	–	–	0.02%	236
2025 Q1	$64.7K	Hold	241	–	–	0.02%	241
2024 Q4	$59.3K	Hold	241	–	–	0.01%	245
2024 Q3	$55.2K	Hold	241	–	–	0.01%	251
2024 Q2	$48.6K	Sell	241 -23	-9%	-$4.34K	0.01%	252
2024 Q1	$51.5K	Buy	264 +23	+10%	+$4.09K	0.01%	248
2023 Q4	$37.3K	Hold	241	–	–	0.01%	260
2023 Q3	$31.2K	Hold	241	–	–	0.01%	257
2023 Q2	$33K	Buy	+241	New	+$31.9K	0.01%	253

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cherry Tree Wealth Management's SAP Position: Q1 2026 in Review

Cherry Tree Wealth Management held its SAP (SAP) position steady in Q1 2026 at 241 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #285.

Cherry Tree Wealth Management first reported a position in SAP in Q2 2023 and has held it in 12 quarters since. The position peaked at $73.3K in Q2 2025. 843 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Cherry Tree Wealth Management held 241 shares of SAP worth $41.3K as of Q1 2026.
Cherry Tree Wealth Management left its SAP share count unchanged in Q1 2026.
SAP made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #285 holding.
Cherry Tree Wealth Management first reported a position in SAP in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's SAP position peaked at $73.3K in Q2 2025.
843 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.