Heartwood Wealth Advisors’s SAP SAP Stock Holding History

Heartwood Wealth 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
2025 Q4	–	Sell	-350	Closed	-$93.5K	–	519
2025 Q3	$93.5K	Buy	+350	New	+$98.4K	0.01%	258

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heartwood Wealth Advisors's SAP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of SAP (SAP) in Q4 2025, closing a stake of 350 shares — an estimated $93.5K sold.

Heartwood Wealth Advisors first reported a position in SAP in Q3 2025 and held it in 1 quarter. The position peaked at $93.5K in Q3 2025. 928 funds tracked by Wall St. Rank hold SAP as of Q4 2025.

Heartwood Wealth Advisors reported no remaining SAP position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 350 SAP shares in Q4 2025, an estimated $93.5K.
Heartwood Wealth Advisors first reported a position in SAP in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's SAP position peaked at $93.5K in Q3 2025.
928 funds tracked by Wall St. Rank held SAP as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.