FDx Advisors’s SAP SAP Stock Holding History

FDx 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	$388K	Sell	2,269 -984	-30%	-$203K	0.12%	110
2025 Q4	$790K	Buy	3,253 +301	+10%	+$76.7K	0.4%	40
2025 Q3	$768K	Sell	2,952 -185	-6%	-$52K	0.23%	73
2025 Q2	$954K	Sell	3,137 -83	-3%	-$23.8K	0.29%	64
2025 Q1	$864K	Sell	3,220 -112	-3%	-$30.5K	0.28%	60
2024 Q4	$820K	Buy	+3,332	New	+$793K	0.24%	70
2024 Q2	–	Sell	-3,184	Closed	-$621K	–	327
2024 Q1	$621K	Sell	3,184 -7,423	-70%	-$1.32M	0.09%	176
2023 Q4	$1.64M	Buy	10,607 +842	+9%	+$122K	0.13%	168
2023 Q3	$1.26M	Sell	9,765 -1,577	-14%	-$215K	0.1%	186
2023 Q2	$1.55M	Sell	11,342 -5,422	-32%	-$717K	0.09%	225
2023 Q1	$1.73M	Hold	16,764	–	–	0.08%	210
2022 Q4	$1.73M	Buy	16,764 +2,342	+16%	+$234K	0.08%	210
2022 Q3	$1.17M	Sell	14,422 -6,869	-32%	-$607K	0.05%	257
2022 Q2	$1.93M	Sell	21,291 -1,812	-8%	-$181K	0.07%	210
2022 Q1	$2.56M	Sell	23,103 -2,187	-9%	-$266K	0.09%	182
2021 Q4	$3.54M	Sell	25,290 -1,785	-7%	-$249K	0.1%	157
2021 Q3	$3.66M	Buy	27,075 +2,954	+12%	+$429K	0.12%	137
2021 Q2	$3.39M	Sell	24,121 -2,913	-11%	-$406K	0.11%	138
2021 Q1	$3.32M	Buy	27,034 +6,461	+31%	+$819K	0.13%	132
2020 Q4	$2.68M	Sell	20,573 -5,919	-22%	-$764K	0.11%	145
2020 Q3	$4.13M	Sell	26,492 -473	-2%	-$75.1K	0.19%	105
2020 Q2	$3.77M	Sell	26,965 -4,832	-15%	-$596K	0.2%	105
2020 Q1	$3.51M	Sell	31,797 -2,801	-8%	-$353K	0.23%	94
2019 Q4	$4.64M	Buy	34,598 +2,368	+7%	+$311K	0.26%	91
2019 Q3	$3.8M	Buy	32,230 +3,645	+13%	+$451K	0.26%	84
2019 Q2	$3.91M	Buy	28,585 +12,834	+81%	+$1.6M	0.15%	119
2019 Q1	$1.82M	Sell	15,751 -4,570	-22%	-$486K	0.07%	192
2018 Q4	$2.02M	Buy	20,321 +3,369	+20%	+$358K	0.17%	103
2018 Q3	$2.08M	Sell	16,952 -55	-0.3%	-$6.53K	0.08%	192
2018 Q2	$1.97M	Sell	17,007 -12,537	-42%	-$1.42M	0.07%	221
2018 Q1	$3.11M	Sell	29,544 -1,420	-5%	-$153K	0.09%	185
2017 Q4	$3.48M	Buy	30,964 +836	+3%	+$94.6K	0.09%	182
2017 Q3	$3.3M	Buy	30,128 +8,732	+41%	+$927K	0.09%	185
2017 Q2	$2.24M	Buy	21,396 +7,835	+58%	+$808K	0.07%	265
2017 Q1	$1.33M	Buy	13,561 +857	+7%	+$79.6K	0.04%	425
2016 Q4	$1.1M	Buy	12,704 +1,076	+9%	+$92.4K	0.03%	496
2016 Q3	$1.06M	Sell	11,628 -1,945	-14%	-$167K	0.04%	373
2016 Q2	$1.02M	Buy	13,573 +56	+0.4%	+$4.39K	0.05%	355
2016 Q1	$1.09M	Sell	13,517 -1,405	-9%	-$109K	0.05%	336
2015 Q4	$1.18M	Buy	14,922 +4,497	+43%	+$346K	0.05%	302
2015 Q3	$675K	Buy	10,425 +2,427	+30%	+$167K	0.06%	363
2015 Q2	$562K	Sell	7,998 -4,202	-34%	-$312K	0.03%	534
2015 Q1	$881K	Buy	12,200 +1,621	+15%	+$111K	0.02%	656
2014 Q4	$737K	Buy	10,579 +4,167	+65%	+$286K	0.04%	409
2014 Q3	$463K	Buy	6,412 +1,365	+27%	+$106K	0.03%	615
2014 Q2	$389K	Sell	5,047 -32,633	-87%	-$2.54M	0.03%	684
2014 Q1	$3.06M	Buy	37,680 +12,630	+50%	+$1M	0.26%	78
2013 Q4	$2.18M	Sell	25,050 -15,039	-38%	-$1.2M	0.22%	108
2013 Q3	$2.96M	Sell	40,089 -11,254	-22%	-$832K	0.35%	52
2013 Q2	$3.74M	Buy	+51,343	New	+$3.99M	0.49%	32

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

FDx Advisors's SAP Position: Q1 2026 in Review

FDx Advisors reduced its SAP (SAP) stake by 30% in Q1 2026, selling an estimated $203K and leaving 2,269 shares worth $388K. The position accounts for 0.12% of the portfolio, ranked #110.

FDx Advisors first reported a position in SAP in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.64M in Q4 2019. 841 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

FDx Advisors held 2,269 shares of SAP worth $388K as of Q1 2026.
FDx Advisors sold 984 SAP shares in Q1 2026, an estimated $203K.
SAP made up 0.12% of FDx Advisors's portfolio in Q1 2026, its #110 holding.
FDx Advisors first reported a position in SAP in Q2 2013 and has held it in 50 quarters since.
FDx Advisors's SAP position peaked at $4.64M in Q4 2019.
841 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.