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ForthRight Wealth Management’s SAP SAP Stock Holding History

ForthRight Wealth Management’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 		$520K Hold
3,039
– – 0.15% 46
2025
Q4 		$738K Hold
3,039
– – 0.21% 38
2025
Q3 		$812K Hold
3,039
– – 0.24% 37
2025
Q2 		$924K Buy
+3,039
New +$871K 0.29% 34

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ForthRight Wealth Management's SAP Position: Q1 2026 in Review

ForthRight Wealth Management held its SAP (SAP) position steady in Q1 2026 at 3,039 shares worth $520K. The position accounts for 0.15% of the portfolio, ranked #46.

ForthRight Wealth Management first reported a position in SAP in Q2 2025 and has held it in 4 quarters since. The position peaked at $924K in Q2 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • ForthRight Wealth Management held 3,039 shares of SAP worth $520K as of Q1 2026.
  • ForthRight Wealth Management left its SAP share count unchanged in Q1 2026.
  • SAP made up 0.15% of ForthRight Wealth Management's portfolio in Q1 2026, its #46 holding.
  • ForthRight Wealth Management first reported a position in SAP in Q2 2025 and has held it in 4 quarters since.
  • ForthRight Wealth Management's SAP position peaked at $924K in Q2 2025.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.