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Clearstead Advisors’s SAP SAP Stock Holding History

Clearstead Advisors’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 		$565K Buy
3,665
+362
+11% +$61.7K 0.01% 719
2026
Q1 		$566K Sell
3,303
-1,458
-31% -$301K 0.01% 684
2025
Q4 		$1.16M Buy
4,761
+241
+5% +$61.4K 0.01% 437
2025
Q3 		$1.21M Sell
4,520
-102
-2% -$28.7K 0.02% 411
2025
Q2 		$1.41M Buy
4,622
+982
+27% +$281K 0.02% 376
2025
Q1 		$977K Sell
3,640
-436
-11% -$119K 0.02% 413
2024
Q4 		$1M Buy
4,076
+599
+17% +$143K 0.02% 408
2024
Q3 		$797K Buy
3,477
+1,220
+54% +$259K 0.01% 467
2024
Q2 		$455K Buy
2,257
+700
+45% +$132K 0.01% 559
2024
Q1 		$296K Buy
1,557
+1,306
+520% +$232K 0.01% 403
2023
Q4 		$38.8K Buy
251
+188
+298% +$27.2K ﹤0.01% 802
2023
Q3 		$8.15K Buy
+63
New +$8.57K ﹤0.01% 1023
2022
Q2 		– Sell
-176
Closed -$20K – 1422
2022
Q1 		$20K Buy
+176
New +$21.4K ﹤0.01% 873

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Clearstead Advisors's SAP Position: Q2 2026 in Review

Clearstead Advisors increased its SAP (SAP) stake by 11% in Q2 2026, buying an estimated $61.7K and bringing the position to 3,665 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #719.

Clearstead Advisors first reported a position in SAP in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.41M in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Clearstead Advisors held 3,665 shares of SAP worth $565K as of Q2 2026.
  • Clearstead Advisors bought 362 SAP shares in Q2 2026, an estimated $61.7K.
  • SAP made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #719 holding.
  • Clearstead Advisors first reported a position in SAP in Q1 2022 and has held it in 13 quarters since.
  • Clearstead Advisors's SAP position peaked at $1.41M in Q2 2025.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.