Cohen Klingenstein’s SAP SAP Stock Holding History

Cohen Klingenstein’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	$4.32M	Sell	28,032 -2,147	-7%	-$366K	0.12%	79
2026 Q1	$5.17M	Hold	30,179	–	–	0.17%	63
2025 Q4	$7.33M	Hold	30,179	–	–	0.22%	52
2025 Q3	$8.06M	Hold	30,179	–	–	0.25%	50
2025 Q2	$9.18M	Hold	30,179	–	–	0.31%	43
2025 Q1	$8.1M	Hold	30,179	–	–	0.29%	47
2024 Q4	$7.43M	Sell	30,179 -2,077	-6%	-$494K	0.25%	51
2024 Q3	$7.39M	Sell	32,256 -129	-0.4%	-$27.4K	0.26%	60
2024 Q2	$6.53M	Sell	32,385 -2,988	-8%	-$564K	0.24%	60
2024 Q1	$6.9M	Hold	35,373	–	–	0.26%	60
2023 Q4	$5.47M	Hold	35,373	–	–	0.22%	71
2023 Q3	$4.57M	Sell	35,373 -60	-0.2%	-$8.17K	0.21%	76
2023 Q2	$4.85M	Hold	35,433	–	–	0.21%	74
2023 Q1	$4.48M	Sell	35,433 -4,000	-10%	-$469K	0.21%	77
2022 Q4	$4.07M	Sell	39,433 -4,267	-10%	-$427K	0.2%	82
2022 Q3	$3.55M	Hold	43,700	–	–	0.19%	83
2022 Q2	$3.96M	Hold	43,700	–	–	0.2%	85
2022 Q1	$4.85M	Hold	43,700	–	–	0.2%	80
2021 Q4	$6.12M	Sell	43,700 -10,130	-19%	-$1.41M	0.24%	71
2021 Q3	$7.27M	Sell	53,830 -10,925	-17%	-$1.59M	0.32%	61
2021 Q2	$9.1M	Hold	64,755	–	–	0.39%	57
2021 Q1	$7.95M	Hold	64,755	–	–	0.37%	58
2020 Q4	$8.44M	Hold	64,755	–	–	0.42%	51
2020 Q3	$10.1M	Hold	64,755	–	–	0.57%	36
2020 Q2	$9.07M	Hold	64,755	–	–	0.56%	38
2020 Q1	$7.16M	Hold	64,755	–	–	0.53%	40
2019 Q4	$8.68M	Hold	64,755	–	–	0.5%	44
2019 Q3	$7.63M	Buy	64,755 +7,400	+13%	+$916K	0.48%	48
2019 Q2	$7.85M	Sell	57,355 -7,650	-12%	-$952K	0.56%	43
2019 Q1	$7.5M	Buy	+65,005	New	+$6.92M	0.52%	46

Other funds holding SAP

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

BWM

Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Cohen Klingenstein's SAP Position: Q2 2026 in Review

Cohen Klingenstein reduced its SAP (SAP) stake by 7.1% in Q2 2026, selling an estimated $366K and leaving 28,032 shares worth $4.32M. The position accounts for 0.12% of the portfolio, ranked #79.

Cohen Klingenstein first reported a position in SAP in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.1M in Q3 2020. 292 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Cohen Klingenstein held 28,032 shares of SAP worth $4.32M as of Q2 2026.
Cohen Klingenstein sold 2,147 SAP shares in Q2 2026, an estimated $366K.
SAP made up 0.12% of Cohen Klingenstein's portfolio in Q2 2026, its #79 holding.
Cohen Klingenstein first reported a position in SAP in Q1 2019 and has held it in 30 quarters since.
Cohen Klingenstein's SAP position peaked at $10.1M in Q3 2020.
292 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.