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EverSource Wealth Advisors’s SAP SAP Stock Holding History

EverSource 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 		$396K Sell
2,568
-514
-17% -$87.7K 0.01% 666
2026
Q1 		$528K Buy
3,082
+84
+3% +$17.3K 0.02% 587
2025
Q4 		$728K Buy
2,998
+519
+21% +$132K 0.03% 413
2025
Q3 		$663K Buy
2,479
+78
+3% +$21.9K 0.03% 416
2025
Q2 		$730K Buy
2,401
+202
+9% +$57.9K 0.03% 353
2025
Q1 		$590K Sell
2,199
-465
-17% -$127K 0.03% 349
2024
Q4 		$656K Buy
2,664
+1,261
+90% +$300K 0.04% 313
2024
Q3 		$321K Buy
1,403
+81
+6% +$17.2K 0.02% 429
2024
Q2 		$280K Buy
1,322
+144
+12% +$27.2K 0.02% 460
2024
Q1 		$213K Buy
1,178
+281
+31% +$49.9K 0.02% 467
2023
Q4 		$139K Buy
897
+152
+20% +$22K 0.01% 529
2023
Q3 		$96.3K Buy
745
+236
+46% +$32.1K 0.01% 574
2023
Q2 		$69.6K Buy
509
+14
+3% +$1.85K 0.01% 713
2023
Q1 		$62.6K Sell
495
-87
-15% -$10.2K 0.01% 703
2022
Q4 		$60.1K Buy
582
+71
+14% +$7.11K 0.01% 693
2022
Q3 		$41K Buy
511
+157
+44% +$13.9K 0.01% 685
2022
Q2 		$32K Buy
354
+154
+77% +$15.4K 0.01% 714
2022
Q1 		$22K Sell
200
-28
-12% -$3.4K 0.01% 670
2021
Q4 		$32K Buy
+228
New +$31.8K 0.01% 517

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its SAP (SAP) stake by 17% in Q2 2026, selling an estimated $87.7K and leaving 2,568 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #666.

EverSource Wealth Advisors first reported a position in SAP in Q4 2021 and has held it in 19 quarters since. The position peaked at $730K in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • EverSource Wealth Advisors held 2,568 shares of SAP worth $396K as of Q2 2026.
  • EverSource Wealth Advisors sold 514 SAP shares in Q2 2026, an estimated $87.7K.
  • SAP made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #666 holding.
  • EverSource Wealth Advisors first reported a position in SAP in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's SAP position peaked at $730K in Q2 2025.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.