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Holistic Financial Partners’s SAP SAP Stock Holding History

Holistic Financial Partners’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
Q1 		– Sell
-846
Closed -$208K – 129
2024
Q4 		$208K Sell
846
-41
-5% -$9.76K 0.1% 112
2024
Q3 		$203K Buy
+887
New +$189K 0.1% 112
2018
Q2 		– Sell
-1,051
Closed -$111K – 295
2018
Q1 		$111K Buy
1,051
+62
+6% +$6.7K 0.09% 102
2017
Q4 		$111K Buy
+989
New +$112K 0.09% 106

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Holistic Financial Partners's SAP Position: Q1 2025 in Review

Holistic Financial Partners sold out of SAP (SAP) in Q1 2025, closing a stake of 846 shares — an estimated $208K sold.

Holistic Financial Partners first reported a position in SAP in Q4 2017 and held it in 4 quarters. The position peaked at $208K in Q4 2024. 888 funds tracked by Wall St. Rank hold SAP as of Q1 2025.

  • Holistic Financial Partners reported no remaining SAP position as of Q1 2025 after selling out during the quarter.
  • Holistic Financial Partners sold 846 SAP shares in Q1 2025, an estimated $208K.
  • Holistic Financial Partners first reported a position in SAP in Q4 2017 and held it in 4 quarters.
  • Holistic Financial Partners's SAP position peaked at $208K in Q4 2024.
  • 888 funds tracked by Wall St. Rank held SAP as of Q1 2025.

Based on Holistic Financial Partners's 13F filing for Q1 2025, filed 6 May 2025.