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Dogwood Wealth Management’s SAP SAP Stock Holding History

Dogwood 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
2026
Q2 		$12.3K Sell
80
-4
-5% -$682 ﹤0.01% 340
2026
Q1 		$14.4K Buy
84
+15
+22% +$3.1K 0.01% 286
2025
Q4 		$16.8K Buy
69
+2
+3% +$510 0.01% 224
2025
Q3 		$17.9K Sell
67
-14
-17% -$3.94K 0.01% 199
2025
Q2 		$25K Buy
81
+21
+35% +$6.02K 0.01% 156
2025
Q1 		$16.1K Hold
60
– – 0.01% 167
2024
Q4 		$14.8K Hold
60
– – 0.01% 169
2024
Q3 		$13.7K Hold
60
– – 0.01% 152
2024
Q2 		$12.1K Hold
60
– – 0.01% 163
2024
Q1 		$11.7K Hold
60
– – 0.01% 183
2023
Q4 		$9.28K Buy
+60
New +$8.68K 0.01% 171

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dogwood Wealth Management's SAP Position: Q2 2026 in Review

Dogwood Wealth Management reduced its SAP (SAP) stake by 4.8% in Q2 2026, selling an estimated $682 and leaving 80 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Dogwood Wealth Management first reported a position in SAP in Q4 2023 and has held it in 11 quarters since. The position peaked at $25K in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Dogwood Wealth Management held 80 shares of SAP worth $12.3K as of Q2 2026.
  • Dogwood Wealth Management sold 4 SAP shares in Q2 2026, an estimated $682.
  • SAP made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #340 holding.
  • Dogwood Wealth Management first reported a position in SAP in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's SAP position peaked at $25K in Q2 2025.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.