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 Q2	$468K	Hold	3,039	–	–	0.12%	51
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ForthRight Wealth Management's SAP Position: Q2 2026 in Review

ForthRight Wealth Management held its SAP (SAP) position steady in Q2 2026 at 3,039 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #51.

ForthRight Wealth Management first reported a position in SAP in Q2 2025 and has held it in 5 quarters since. The position peaked at $924K in Q2 2025. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

ForthRight Wealth Management held 3,039 shares of SAP worth $468K as of Q2 2026.
ForthRight Wealth Management left its SAP share count unchanged in Q2 2026.
SAP made up 0.12% of ForthRight Wealth Management's portfolio in Q2 2026, its #51 holding.
ForthRight Wealth Management first reported a position in SAP in Q2 2025 and has held it in 5 quarters since.
ForthRight Wealth Management's SAP position peaked at $924K in Q2 2025.
814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.