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GeoWealth Management’s SAP SAP Stock Holding History

GeoWealth 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 		$1.86M Buy
10,860
+4,109
+61% +$848K 0.07% 168
2025
Q4 		$1.64M Buy
6,751
+893
+15% +$228K 0.06% 185
2025
Q3 		$1.57M Buy
5,858
+2,301
+65% +$647K 0.06% 209
2025
Q2 		$1.08M Sell
3,557
-619
-15% -$177K 0.04% 239
2025
Q1 		$1.12M Sell
4,176
-1,839
-31% -$501K 0.05% 232
2024
Q4 		$1.48M Buy
6,015
+163
+3% +$38.8K 0.05% 218
2024
Q3 		$1.34M Sell
5,852
-524
-8% -$111K 0.05% 247
2024
Q2 		$1.29M Buy
6,376
+401
+7% +$75.7K 0.06% 221
2024
Q1 		$1.17M Buy
5,975
+273
+5% +$48.5K 0.05% 265
2023
Q4 		$881K Buy
+5,702
New +$825K 0.07% 229

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

GeoWealth Management's SAP Position: Q1 2026 in Review

GeoWealth Management increased its SAP (SAP) stake by 61% in Q1 2026, buying an estimated $848K and bringing the position to 10,860 shares worth $1.86M. The position accounts for 0.07% of the portfolio, ranked #168.

GeoWealth Management first reported a position in SAP in Q4 2023 and has held it in 10 quarters since. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • GeoWealth Management held 10,860 shares of SAP worth $1.86M as of Q1 2026.
  • GeoWealth Management bought 4,109 SAP shares in Q1 2026, an estimated $848K.
  • SAP made up 0.07% of GeoWealth Management's portfolio in Q1 2026, its #168 holding.
  • GeoWealth Management first reported a position in SAP in Q4 2023 and has held it in 10 quarters since.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.