High Note Wealth’s SAP SAP Stock Holding History

High Note Wealth’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	$289K	Hold	1,687	–	–	0.06%	98
2025 Q4	$410K	Hold	1,687	–	–	0.08%	82
2025 Q3	$451K	Buy	1,687 +54	+3%	+$15.2K	0.09%	82
2025 Q2	$497K	Hold	1,633	–	–	0.11%	80
2025 Q1	$438K	Sell	1,633 -77	-5%	-$21K	0.11%	72
2024 Q4	$421K	Hold	1,710	–	–	0.11%	75
2024 Q3	$392K	Buy	1,710 +4	+0.2%	+$850	0.11%	77
2024 Q2	$344K	Sell	1,706 -46	-3%	-$8.69K	0.11%	79
2024 Q1	$342K	Hold	1,752	–	–	0.11%	78
2023 Q4	$271K	Hold	1,752	–	–	0.1%	78
2023 Q3	$227K	Buy	1,752 +46	+3%	+$6.26K	0.09%	88
2023 Q2	$233K	Hold	1,706	–	–	0.1%	86
2023 Q1	$216K	Buy	+1,706	New	+$200K	0.09%	92
2022 Q3	–	Sell	-2,000	Closed	-$181K	–	101
2022 Q2	$181K	Sell	2,000 -5,067	-72%	-$506K	0.07%	96
2022 Q1	$784K	Buy	7,067 +64	+0.9%	+$7.78K	0.28%	57
2021 Q4	$981K	Buy	7,003 +292	+4%	+$40.8K	0.33%	58
2021 Q3	$907K	Buy	6,711 +67	+1%	+$9.73K	0.33%	60
2021 Q2	$933K	Sell	6,644 -46	-0.7%	-$6.41K	0.34%	58
2021 Q1	$821K	Buy	6,690 +317	+5%	+$40.2K	0.32%	59
2020 Q4	$830K	Buy	+6,373	New	+$823K	0.35%	53

Other funds holding SAP

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

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

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

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

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

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

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

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

High Note Wealth's SAP Position: Q1 2026 in Review

High Note Wealth held its SAP (SAP) position steady in Q1 2026 at 1,687 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #98.

High Note Wealth first reported a position in SAP in Q4 2020 and has held it in 20 quarters since. The position peaked at $981K in Q4 2021. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

High Note Wealth held 1,687 shares of SAP worth $289K as of Q1 2026.
High Note Wealth left its SAP share count unchanged in Q1 2026.
SAP made up 0.06% of High Note Wealth's portfolio in Q1 2026, its #98 holding.
High Note Wealth first reported a position in SAP in Q4 2020 and has held it in 20 quarters since.
High Note Wealth's SAP position peaked at $981K in Q4 2021.
840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.