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Congress Wealth Management’s SAP SAP Stock Holding History

Congress 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
2025
Q2 		$1.94M Buy
6,366
+2,500
+65% +$716K 0.02% 563
2025
Q1 		$1.04M Sell
3,866
-1,424
-27% -$388K 0.01% 626
2024
Q4 		$1.3M Buy
5,290
+680
+15% +$162K 0.02% 477
2024
Q3 		$1.06M Buy
4,610
+3,487
+311% +$741K 0.01% 516
2024
Q2 		$227K Sell
1,123
-177
-14% -$33.4K ﹤0.01% 674
2024
Q1 		$254K Sell
1,300
-105
-7% -$18.7K ﹤0.01% 534
2023
Q4 		$217K Buy
+1,405
New +$203K ﹤0.01% 582

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Congress Wealth Management's SAP Position: Q2 2025 in Review

Congress Wealth Management increased its SAP (SAP) stake by 65% in Q2 2025, buying an estimated $716K and bringing the position to 6,366 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #563.

Congress Wealth Management first reported a position in SAP in Q4 2023 and has held it in 7 quarters since. 970 funds tracked by Wall St. Rank hold SAP as of Q2 2025.

  • Congress Wealth Management held 6,366 shares of SAP worth $1.94M as of Q2 2025.
  • Congress Wealth Management bought 2,500 SAP shares in Q2 2025, an estimated $716K.
  • SAP made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #563 holding.
  • Congress Wealth Management first reported a position in SAP in Q4 2023 and has held it in 7 quarters since.
  • 970 funds tracked by Wall St. Rank held SAP as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.