Frank Rimerman Advisors’s SAP SAP Stock Holding History

Frank Rimerman 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	$1.31M	Sell	8,480 -1,702	-17%	-$290K	0.07%	197
2026 Q1	$1.74M	Sell	10,182 -31	-0.3%	-$6.4K	0.11%	144
2025 Q4	$2.48M	Buy	10,213 +5,821	+133%	+$1.48M	0.16%	106
2025 Q3	$1.17M	Sell	4,392 -3,114	-41%	-$876K	0.08%	208
2025 Q2	$2.28M	Buy	7,506 +3,224	+75%	+$924K	0.15%	107
2025 Q1	$1.15M	Hold	4,282	–	–	0.09%	180
2024 Q4	$1.05M	Sell	4,282 -7,817	-65%	-$1.86M	0.08%	191
2024 Q3	$2.77M	Hold	12,099	–	–	0.2%	83
2024 Q2	$2.44M	Buy	+12,099	New	+$2.28M	0.17%	100

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

Frank Rimerman Advisors's SAP Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its SAP (SAP) stake by 17% in Q2 2026, selling an estimated $290K and leaving 8,480 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #197.

Frank Rimerman Advisors first reported a position in SAP in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.77M in Q3 2024. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Frank Rimerman Advisors held 8,480 shares of SAP worth $1.31M as of Q2 2026.
Frank Rimerman Advisors sold 1,702 SAP shares in Q2 2026, an estimated $290K.
SAP made up 0.07% of Frank Rimerman Advisors's portfolio in Q2 2026, its #197 holding.
Frank Rimerman Advisors first reported a position in SAP in Q2 2024 and has held it in 9 quarters since.
Frank Rimerman Advisors's SAP position peaked at $2.77M in Q3 2024.
814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.