Corient Private Wealth’s SAP SAP Stock Holding History

Corient Private Wealth’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 Q1	$4.56M	Sell	27,030 -47,156	-64%	-$9.73M	0.01%	887
2025 Q4	$18.1M	Buy	74,186 +31,049	+72%	+$7.91M	0.01%	591
2025 Q3	$11.5M	Buy	43,137 +3,440	+9%	+$967K	0.02%	499
2025 Q2	$12.1M	Buy	39,697 +3,045	+8%	+$873K	0.02%	483
2025 Q1	$9.84M	Sell	36,652 -1,533	-4%	-$418K	0.02%	522
2024 Q4	$9.4M	Buy	38,185 +9,279	+32%	+$2.21M	0.02%	528
2024 Q3	$6.62M	Buy	28,906 +2,354	+9%	+$500K	0.01%	674
2024 Q2	$5.36M	Buy	26,552 +3,726	+16%	+$704K	0.01%	689
2024 Q1	$4.45M	Buy	22,826 +1,201	+6%	+$213K	0.01%	735
2023 Q4	$3.34M	Buy	21,625 +1,551	+8%	+$224K	0.01%	816
2023 Q3	$2.6M	Buy	20,074 +683	+4%	+$93K	0.01%	822
2023 Q2	$2.65M	Buy	19,391 +1,755	+10%	+$232K	0.01%	818
2023 Q1	$2.23M	Buy	17,636 +11,213	+175%	+$1.32M	0.01%	808
2022 Q4	$663K	Buy	+6,423	New	+$643K	﹤0.01%	1053

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corient Private Wealth's SAP Position: Q1 2026 in Review

Corient Private Wealth reduced its SAP (SAP) stake by 64% in Q1 2026, selling an estimated $9.73M and leaving 27,030 shares worth $4.56M. The position accounts for 0.01% of the portfolio, ranked #887.

Corient Private Wealth first reported a position in SAP in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.1M in Q4 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Corient Private Wealth held 27,030 shares of SAP worth $4.56M as of Q1 2026.
Corient Private Wealth sold 47,156 SAP shares in Q1 2026, an estimated $9.73M.
SAP made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #887 holding.
Corient Private Wealth first reported a position in SAP in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's SAP position peaked at $18.1M in Q4 2025.
840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.