Evelyn Partners Investment Management Services’s SAP SAP Stock Holding History

Evelyn Partners Investment Management Services’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 Q1	$13K	Hold	76	–	–	﹤0.01%	243
2025 Q4	$18.5K	Hold	76	–	–	﹤0.01%	217
2025 Q3	$20.3K	Hold	76	–	–	﹤0.01%	221
2025 Q2	$23.1K	Hold	76	–	–	﹤0.01%	202
2025 Q1	$20.4K	Hold	76	–	–	﹤0.01%	206
2024 Q4	$18.7K	Buy	+76	New	+$18.1K	﹤0.01%	214

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evelyn Partners Investment Management Services's SAP Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its SAP (SAP) position steady in Q1 2026 at 76 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Evelyn Partners Investment Management Services first reported a position in SAP in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.1K in Q2 2025. 841 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Evelyn Partners Investment Management Services held 76 shares of SAP worth $13K as of Q1 2026.
Evelyn Partners Investment Management Services left its SAP share count unchanged in Q1 2026.
SAP made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #243 holding.
Evelyn Partners Investment Management Services first reported a position in SAP in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's SAP position peaked at $23.1K in Q2 2025.
841 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.