Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$284K Hold
1,660
0.27% 149
2025
Q4
$403K Sell
1,660
-840
-34% -$214K 0.38% 108
2025
Q3
$668K Hold
2,500
0.5% 54
2025
Q2
$760K Hold
2,500
0.45% 61
2025
Q1
$671K Buy
+2,500
New +$681K 0.48% 53

Other funds holding SAP

Corient IA's SAP Position: Q1 2026 in Review

Corient IA held its SAP (SAP) position steady in Q1 2026 at 1,660 shares worth $284K. The position accounts for 0.27% of the portfolio, ranked #149.

Corient IA first reported a position in SAP in Q1 2025 and has held it in 5 quarters since. The position peaked at $760K in Q2 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Corient IA held 1,660 shares of SAP worth $284K as of Q1 2026.
  • Corient IA left its SAP share count unchanged in Q1 2026.
  • SAP made up 0.27% of Corient IA's portfolio in Q1 2026, its #149 holding.
  • Corient IA first reported a position in SAP in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's SAP position peaked at $760K in Q2 2025.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.