Circle Wealth Management’s SAP SAP Stock Holding History

Circle 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	$867K	Buy	5,629 +558	+11%	+$95.2K	0.01%	166
2026 Q1	$868K	Buy	5,071 +2,317	+84%	+$478K	0.01%	156
2025 Q4	$669K	Buy	2,754 +780	+40%	+$199K	0.01%	164
2025 Q3	$527K	Buy	1,974 +173	+10%	+$48.6K	0.01%	167
2025 Q2	$548K	Sell	1,801 -123	-6%	-$35.2K	0.01%	162
2025 Q1	$516K	Sell	1,924 -730	-28%	-$199K	0.01%	159
2024 Q4	$653K	Buy	2,654 +115	+5%	+$27.4K	0.01%	148
2024 Q3	$582K	Hold	2,539	–	–	0.01%	159
2024 Q2	$512K	Buy	2,539 +238	+10%	+$44.9K	0.01%	160
2024 Q1	$449K	Hold	2,301	–	–	0.01%	151
2023 Q4	$356K	Buy	2,301 +462	+25%	+$66.8K	0.01%	158
2023 Q3	$238K	Buy	+1,839	New	+$250K	0.01%	188

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

Circle Wealth Management's SAP Position: Q2 2026 in Review

Circle Wealth Management increased its SAP (SAP) stake by 11% in Q2 2026, buying an estimated $95.2K and bringing the position to 5,629 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #166.

Circle Wealth Management first reported a position in SAP in Q3 2023 and has held it in 12 quarters since. The position peaked at $868K in Q1 2026. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Circle Wealth Management held 5,629 shares of SAP worth $867K as of Q2 2026.
Circle Wealth Management bought 558 SAP shares in Q2 2026, an estimated $95.2K.
SAP made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #166 holding.
Circle Wealth Management first reported a position in SAP in Q3 2023 and has held it in 12 quarters since.
Circle Wealth Management's SAP position peaked at $868K in Q1 2026.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.