Dynasty Wealth Management’s SAP SAP Stock Holding History

Dynasty 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 Q1	–	Sell	-2,775	Closed	-$674K	–	376
2025 Q4	$674K	Sell	2,775 -833	-23%	-$212K	0.01%	217
2025 Q3	$964K	Buy	+3,608	New	+$1.01M	0.01%	167
2024 Q2	–	Sell	-5,542	Closed	-$1.08M	–	272
2024 Q1	$1.08M	Buy	+5,542	New	+$984K	0.03%	121

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

Dynasty Wealth Management's SAP Position: Q1 2026 in Review

Dynasty Wealth Management sold out of SAP (SAP) in Q1 2026, closing a stake of 2,775 shares — an estimated $674K sold.

Dynasty Wealth Management first reported a position in SAP in Q1 2024 and held it in 3 quarters. The position peaked at $1.08M in Q1 2024. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Dynasty Wealth Management reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
Dynasty Wealth Management sold 2,775 SAP shares in Q1 2026, an estimated $674K.
Dynasty Wealth Management first reported a position in SAP in Q1 2024 and held it in 3 quarters.
Dynasty Wealth Management's SAP position peaked at $1.08M in Q1 2024.
840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.