Crestwood Advisors Group’s SAP SAP Stock Holding History

Crestwood Advisors Group’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	$245K	Sell	1,587 -24	-1%	-$4.09K	﹤0.01%	765
2026 Q1	$276K	Sell	1,611 -405	-20%	-$83.6K	﹤0.01%	618
2025 Q4	$490K	Buy	2,016 +329	+20%	+$83.8K	0.01%	398
2025 Q3	$451K	Sell	1,687 -66	-4%	-$18.6K	0.01%	380
2025 Q2	$533K	Sell	1,753 -18	-1%	-$5.16K	0.01%	343
2025 Q1	$475K	Sell	1,771 -357	-17%	-$97.2K	0.01%	346
2024 Q4	$524K	Buy	2,128 +782	+58%	+$186K	0.01%	299
2024 Q3	$308K	Buy	1,346 +199	+17%	+$42.3K	0.01%	361
2024 Q2	$231K	Buy	+1,147	New	+$217K	﹤0.01%	391

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

Crestwood Advisors Group's SAP Position: Q2 2026 in Review

Crestwood Advisors Group reduced its SAP (SAP) stake by 1.5% in Q2 2026, selling an estimated $4.09K and leaving 1,587 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Crestwood Advisors Group first reported a position in SAP in Q2 2024 and has held it in 9 quarters since. The position peaked at $533K in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Crestwood Advisors Group held 1,587 shares of SAP worth $245K as of Q2 2026.
Crestwood Advisors Group sold 24 SAP shares in Q2 2026, an estimated $4.09K.
SAP made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #765 holding.
Crestwood Advisors Group first reported a position in SAP in Q2 2024 and has held it in 9 quarters since.
Crestwood Advisors Group's SAP position peaked at $533K in Q2 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.