Clearstead Trust’s SAP SAP Stock Holding History

Clearstead Trust’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	$41.3K	Sell	268 -119	-31%	-$20.3K	0.01%	344
2026 Q1	$66.3K	Hold	387	–	–	0.01%	285
2025 Q4	$94K	Sell	387 -67	-15%	-$17.1K	0.01%	263
2025 Q3	$121K	Buy	454 +119	+36%	+$33.5K	0.02%	224
2025 Q2	$102K	Buy	335 +67	+25%	+$19.2K	0.02%	243
2025 Q1	$71.9K	Hold	268	–	–	0.02%	246
2024 Q4	$66K	Hold	268	–	–	0.01%	236
2024 Q3	$61.4K	Buy	+268	New	+$57K	0.01%	225

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

Clearstead Trust's SAP Position: Q2 2026 in Review

Clearstead Trust reduced its SAP (SAP) stake by 31% in Q2 2026, selling an estimated $20.3K and leaving 268 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #344.

Clearstead Trust first reported a position in SAP in Q3 2024 and has held it in 8 quarters since. The position peaked at $121K in Q3 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Clearstead Trust held 268 shares of SAP worth $41.3K as of Q2 2026.
Clearstead Trust sold 119 SAP shares in Q2 2026, an estimated $20.3K.
SAP made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #344 holding.
Clearstead Trust first reported a position in SAP in Q3 2024 and has held it in 8 quarters since.
Clearstead Trust's SAP position peaked at $121K in Q3 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

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