Endowment Wealth Management’s SAP SAP Stock Holding History

Endowment 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 Q4	–	Sell	-858	Closed	-$229K	–	163
2025 Q3	$229K	Sell	858 -69	-7%	-$19.4K	0.1%	134
2025 Q2	$282K	Buy	927 +147	+19%	+$42.1K	0.15%	117
2025 Q1	$209K	Sell	780 -98	-11%	-$26.7K	0.13%	135
2024 Q4	$216K	Buy	+878	New	+$209K	0.15%	125
2024 Q3	–	Sell	-993	Closed	-$200K	–	140
2024 Q2	$200K	Sell	993 -104	-9%	-$19.6K	0.15%	120
2024 Q1	$214K	Sell	1,097 -431	-28%	-$76.6K	0.16%	118
2023 Q4	$236K	Buy	+1,528	New	+$221K	0.2%	111

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Endowment Wealth Management's SAP Position: Q4 2025 in Review

Endowment Wealth Management sold out of SAP (SAP) in Q4 2025, closing a stake of 858 shares — an estimated $229K sold.

Endowment Wealth Management first reported a position in SAP in Q4 2023 and held it in 7 quarters. The position peaked at $282K in Q2 2025. 928 funds tracked by Wall St. Rank hold SAP as of Q4 2025.

Endowment Wealth Management reported no remaining SAP position as of Q4 2025 after selling out during the quarter.
Endowment Wealth Management sold 858 SAP shares in Q4 2025, an estimated $229K.
Endowment Wealth Management first reported a position in SAP in Q4 2023 and held it in 7 quarters.
Endowment Wealth Management's SAP position peaked at $282K in Q2 2025.
928 funds tracked by Wall St. Rank held SAP as of Q4 2025.

Based on Endowment Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.