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Exencial Wealth Advisors’s SAP SAP Stock Holding History

Exencial 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
Q1 		$2.95M Buy
17,223
+4,780
+38% +$987K 0.09% 192
2025
Q4 		$3.02M Buy
12,443
+414
+3% +$105K 0.1% 184
2025
Q3 		$3.21M Buy
12,029
+960
+9% +$270K 0.1% 175
2025
Q2 		$3.37M Sell
11,069
-1,373
-11% -$393K 0.12% 166
2025
Q1 		$3.34M Buy
12,442
+419
+3% +$114K 0.12% 171
2024
Q4 		$2.96M Buy
12,023
+101
+0.8% +$24K 0.11% 179
2024
Q3 		$2.73M Buy
11,922
+500
+4% +$106K 0.1% 186
2024
Q2 		$2.3M Sell
11,422
-387
-3% -$73.1K 0.09% 195
2024
Q1 		$2.3M Buy
11,809
+327
+3% +$58.1K 0.09% 195
2023
Q4 		$1.78M Sell
11,482
-1,499
-12% -$217K 0.07% 209
2023
Q3 		$1.68M Buy
12,981
+306
+2% +$41.6K 0.08% 189
2023
Q2 		$1.73M Buy
12,675
+1,255
+11% +$166K 0.08% 192
2023
Q1 		$1.45M Sell
11,420
-377
-3% -$44.2K 0.07% 195
2022
Q4 		$1.22M Buy
11,797
+40
+0.3% +$4K 0.07% 209
2022
Q3 		$955K Buy
11,757
+114
+1% +$10.1K 0.06% 212
2022
Q2 		$1.06M Buy
11,643
+522
+5% +$52.1K 0.06% 209
2022
Q1 		$1.23M Buy
11,121
+1,895
+21% +$230K 0.06% 219
2021
Q4 		$1.29M Buy
9,226
+1,829
+25% +$255K 0.06% 214
2021
Q3 		$999K Buy
7,397
+857
+13% +$124K 0.04% 190
2021
Q2 		$919K Buy
6,540
+667
+11% +$92.9K 0.05% 242
2021
Q1 		$721K Buy
5,873
+1,587
+37% +$201K 0.04% 242
2020
Q4 		$559K Buy
+4,286
New +$553K 0.04% 235

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Exencial Wealth Advisors's SAP Position: Q1 2026 in Review

Exencial Wealth Advisors increased its SAP (SAP) stake by 38% in Q1 2026, buying an estimated $987K and bringing the position to 17,223 shares worth $2.95M. The position accounts for 0.09% of the portfolio, ranked #192.

Exencial Wealth Advisors first reported a position in SAP in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.37M in Q2 2025. 843 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Exencial Wealth Advisors held 17,223 shares of SAP worth $2.95M as of Q1 2026.
  • Exencial Wealth Advisors bought 4,780 SAP shares in Q1 2026, an estimated $987K.
  • SAP made up 0.09% of Exencial Wealth Advisors's portfolio in Q1 2026, its #192 holding.
  • Exencial Wealth Advisors first reported a position in SAP in Q4 2020 and has held it in 22 quarters since.
  • Exencial Wealth Advisors's SAP position peaked at $3.37M in Q2 2025.
  • 843 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.