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Equitable Trust’s SAP SAP Stock Holding History

Equitable Trust’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 		$9.7M Sell
46,494
-2,148
-4% -$417K 0.41% 56
2026
Q2 		$7.5M Sell
48,642
-9,410
-16% -$1.6M 0.31% 71
2026
Q1 		$9.9M Buy
58,052
+40,383
+229% +$8.33M 0.46% 47
2025
Q4 		$4.29M Sell
17,669
-576
-3% -$147K 0.19% 100
2025
Q3 		$4.88M Sell
18,245
-227
-1% -$63.8K 0.22% 87
2025
Q2 		$5.62M Buy
18,472
+423
+2% +$121K 0.28% 67
2025
Q1 		$4.85M Sell
18,049
-433
-2% -$118K 0.27% 73
2024
Q4 		$4.55M Buy
18,482
+17,539
+1,860% +$4.17M 0.25% 80
2024
Q3 		$216K Sell
943
-78
-8% -$16.6K 0.01% 429
2024
Q2 		$206K Buy
+1,021
New +$193K 0.01% 425
2022
Q3 		– Sell
-3,245
Closed -$294K – 401
2022
Q2 		$294K Buy
3,245
+326
+11% +$32.6K 0.02% 326
2022
Q1 		$324K Buy
2,919
+484
+20% +$58.8K 0.02% 314
2021
Q4 		$341K Sell
2,435
-285
-10% -$39.8K 0.02% 298
2021
Q3 		$367K Buy
2,720
+5
+0.2% +$726 0.02% 274
2021
Q2 		$381K Buy
2,715
+373
+16% +$51.9K 0.02% 281
2021
Q1 		$288K Sell
2,342
-269
-10% -$34.1K 0.02% 302
2020
Q4 		$340K Sell
2,611
-139
-5% -$17.9K 0.03% 281
2020
Q3 		$428K Hold
2,750
– – 0.04% 246
2020
Q2 		$385K Buy
2,750
+458
+20% +$56.4K 0.04% 243
2020
Q1 		$253K Buy
2,292
+52
+2% +$6.56K 0.03% 274
2019
Q4 		$300K Buy
2,240
+47
+2% +$6.18K 0.03% 243
2019
Q3 		$258K Sell
2,193
-491
-18% -$60.8K 0.03% 252
2019
Q2 		$367K Buy
+2,684
New +$334K 0.04% 216

Other funds holding SAP

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Equitable Trust's SAP Position: Q3 2026 in Review

Equitable Trust reduced its SAP (SAP) stake by 4.4% in Q3 2026, selling an estimated $417K and leaving 46,494 shares worth $9.7M. The position accounts for 0.41% of the portfolio, ranked #56.

Equitable Trust first reported a position in SAP in Q2 2019 and has held it in 23 quarters since. The position peaked at $9.9M in Q1 2026. 124 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Equitable Trust held 46,494 shares of SAP worth $9.7M as of Q3 2026.
  • Equitable Trust sold 2,148 SAP shares in Q3 2026, an estimated $417K.
  • SAP made up 0.41% of Equitable Trust's portfolio in Q3 2026, its #56 holding.
  • Equitable Trust first reported a position in SAP in Q2 2019 and has held it in 23 quarters since.
  • Equitable Trust's SAP position peaked at $9.9M in Q1 2026.
  • 124 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.