HB Wealth Management’s SAP SAP Stock Holding History

HB 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	$1.84M	Sell	11,966 -2,064	-15%	-$352K	0.01%	506
2026 Q1	$2.4M	Buy	14,030 +1,902	+16%	+$393K	0.02%	387
2025 Q4	$2.95M	Sell	12,128 -91	-0.7%	-$23.2K	0.02%	343
2025 Q3	$3.27M	Buy	12,219 +2,303	+23%	+$648K	0.02%	318
2025 Q2	$3.02M	Buy	9,916 +1,053	+12%	+$302K	0.02%	296
2025 Q1	$2.38M	Buy	8,863 +2,777	+46%	+$756K	0.02%	350
2024 Q4	$1.5M	Sell	6,086 -79	-1%	-$18.8K	0.02%	342
2024 Q3	$1.41M	Buy	6,165 +3,921	+175%	+$834K	0.02%	331
2024 Q2	$453K	Sell	2,244 -188	-8%	-$35.5K	0.01%	571
2024 Q1	$474K	Buy	2,432 +787	+48%	+$140K	0.01%	519
2023 Q4	$254K	Buy	1,645 +45	+3%	+$6.51K	﹤0.01%	668
2023 Q3	$207K	Buy	1,600 +17	+1%	+$2.31K	﹤0.01%	701
2023 Q2	$217K	Buy	+1,583	New	+$209K	﹤0.01%	653

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

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

HB Wealth Management reduced its SAP (SAP) stake by 15% in Q2 2026, selling an estimated $352K and leaving 11,966 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #506.

HB Wealth Management first reported a position in SAP in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.27M in Q3 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

HB Wealth Management held 11,966 shares of SAP worth $1.84M as of Q2 2026.
HB Wealth Management sold 2,064 SAP shares in Q2 2026, an estimated $352K.
SAP made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #506 holding.
HB Wealth Management first reported a position in SAP in Q2 2023 and has held it in 13 quarters since.
HB Wealth Management's SAP position peaked at $3.27M in Q3 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.