IWA
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Icon Wealth Advisors’s SAP SAP Stock Holding History

Icon 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
2026
Q1 		– Sell
-1,527
Closed -$374K – 432
2025
Q4 		$374K Sell
1,527
-38
-2% -$9.68K 0.02% 285
2025
Q3 		$418K Buy
1,565
+120
+8% +$33.7K 0.03% 274
2025
Q2 		$439K Sell
1,445
-152
-10% -$43.6K 0.03% 263
2025
Q1 		$429K Sell
1,597
-330
-17% -$89.9K 0.04% 234
2024
Q4 		$474K Sell
1,927
-147
-7% -$35K 0.04% 221
2024
Q3 		$475K Sell
2,074
-125
-6% -$26.6K 0.04% 215
2024
Q2 		$465K Buy
2,199
+98
+5% +$18.5K 0.04% 219
2024
Q1 		$410K Sell
2,101
-43
-2% -$7.64K 0.04% 231
2023
Q4 		$331K Buy
+2,144
New +$310K 0.03% 250

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

Icon Wealth Advisors's SAP Position: Q1 2026 in Review

Icon Wealth Advisors sold out of SAP (SAP) in Q1 2026, closing a stake of 1,527 shares — an estimated $374K sold.

Icon Wealth Advisors first reported a position in SAP in Q4 2023 and held it in 9 quarters. The position peaked at $475K in Q3 2024. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Icon Wealth Advisors reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,527 SAP shares in Q1 2026, an estimated $374K.
  • Icon Wealth Advisors first reported a position in SAP in Q4 2023 and held it in 9 quarters.
  • Icon Wealth Advisors's SAP position peaked at $475K in Q3 2024.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.