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Dakota Wealth Management’s SAP SAP Stock Holding History

Dakota 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
Q3 		– Sell
-40,164
Closed -$12.2M – 767
2025
Q2 		$12.2M Buy
40,164
+37,077
+1,201% +$10.6M 0.26% 79
2025
Q1 		$829K Sell
3,087
-142
-4% -$38.7K 0.02% 411
2024
Q4 		$795K Buy
+3,229
New +$768K 0.02% 404

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dakota Wealth Management's SAP Position: Q3 2025 in Review

Dakota Wealth Management sold out of SAP (SAP) in Q3 2025, closing a stake of 40,164 shares — an estimated $12.2M sold.

Dakota Wealth Management first reported a position in SAP in Q4 2024 and held it in 3 quarters. The position peaked at $12.2M in Q2 2025. 928 funds tracked by Wall St. Rank hold SAP as of Q3 2025.

  • Dakota Wealth Management reported no remaining SAP position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 40,164 SAP shares in Q3 2025, an estimated $12.2M.
  • Dakota Wealth Management first reported a position in SAP in Q4 2024 and held it in 3 quarters.
  • Dakota Wealth Management's SAP position peaked at $12.2M in Q2 2025.
  • 928 funds tracked by Wall St. Rank held SAP as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.