Elevation Wealth Partners
SAP icon

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
Q3 		$31.3K Hold
150
– – 0.01% 525
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 		$9.8K Buy
+50
New +$8.88K ﹤0.01% 356

Other funds holding SAP

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Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

Elevation Wealth Partners's SAP Position: Q3 2026 in Review

Elevation Wealth Partners held its SAP (SAP) position steady in Q3 2026 at 150 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #525.

Elevation Wealth Partners first reported a position in SAP in Q1 2024 and has held it in 6 quarters since. 760 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Elevation Wealth Partners held 150 shares of SAP worth $31.3K as of Q3 2026.
  • Elevation Wealth Partners left its SAP share count unchanged in Q3 2026.
  • SAP made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #525 holding.
  • Elevation Wealth Partners first reported a position in SAP in Q1 2024 and has held it in 6 quarters since.
  • 760 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.