EP Wealth Advisors’s SAP SAP Stock Holding History

EP Wealth Advisors’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	$606K	Buy	3,929 +848	+28%	+$145K	﹤0.01%	951
2026 Q1	$528K	Sell	3,081 -730	-19%	-$151K	﹤0.01%	877
2025 Q4	$926K	Buy	+3,811	New	+$971K	﹤0.01%	643
2025 Q2	$899K	Buy	2,956 +411	+16%	+$118K	0.01%	585
2025 Q1	$683K	Sell	2,545 -193	-7%	-$52.6K	0.01%	603
2024 Q4	$674K	Buy	2,738 +590	+27%	+$140K	0.01%	600
2024 Q3	$492K	Buy	2,148 +454	+27%	+$96.5K	﹤0.01%	698
2024 Q2	$342K	Buy	1,694 +303	+22%	+$57.2K	﹤0.01%	617
2024 Q1	$271K	Buy	+1,391	New	+$247K	﹤0.01%	661
2022 Q3	–	Sell	-5,926	Closed	-$538K	–	572
2022 Q2	$538K	Buy	5,926 +3,054	+106%	+$305K	0.01%	357
2022 Q1	$319K	Buy	2,872 +607	+27%	+$73.8K	0.01%	479
2021 Q4	$317K	Buy	2,265 +78	+4%	+$10.9K	0.01%	451
2021 Q3	$295K	Buy	2,187 +152	+7%	+$22.1K	0.01%	432
2021 Q2	$286K	Buy	+2,035	New	+$283K	0.01%	454

Other funds holding SAP

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

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

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

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

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

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

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

EP Wealth Advisors's SAP Position: Q2 2026 in Review

EP Wealth Advisors increased its SAP (SAP) stake by 28% in Q2 2026, buying an estimated $145K and bringing the position to 3,929 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

EP Wealth Advisors first reported a position in SAP in Q2 2021 and has held it in 14 quarters since. The position peaked at $926K in Q4 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

EP Wealth Advisors held 3,929 shares of SAP worth $606K as of Q2 2026.
EP Wealth Advisors bought 848 SAP shares in Q2 2026, an estimated $145K.
SAP made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #951 holding.
EP Wealth Advisors first reported a position in SAP in Q2 2021 and has held it in 14 quarters since.
EP Wealth Advisors's SAP position peaked at $926K in Q4 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.