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Elevation Wealth Partners’s SAP SAP Stock Holding History

Elevation Wealth Partners’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 		$23.1K Buy
+150
New +$25.6K 0.01% 541
2025
Q1 		– Sell
-50
Closed -$12.3K – 511
2024
Q4 		$12.3K Hold
50
– – 0.01% 355
2024
Q3 		$11.5K Hold
50
– – ﹤0.01% 347
2024
Q2 		$10.1K Hold
50
– – ﹤0.01% 347
2024
Q1 		$9.75K Buy
+50
New +$8.88K ﹤0.01% 356

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

Elevation Wealth Partners's SAP Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in SAP (SAP) in Q2 2026: 150 shares worth $23.1K. The stake represents 0.01% of the portfolio and ranks #541 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in SAP as recently as Q4 2024.

Elevation Wealth Partners first reported a position in SAP in Q1 2024 and has held it in 5 quarters since. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Elevation Wealth Partners held 150 shares of SAP worth $23.1K as of Q2 2026.
  • SAP was a new Elevation Wealth Partners position in Q2 2026.
  • SAP made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #541 holding.
  • Elevation Wealth Partners first reported a position in SAP in Q1 2024 and has held it in 5 quarters since.
  • 814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.