Independent Advisor Alliance’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $405K | Sell |
2,366
-8,788
| -79% | -$1.81M | ﹤0.01% | 1198 |
|
|
2025
Q4 | $2.71M | Buy |
11,154
+865
| +8% | +$220K | 0.07% | 238 |
|
|
2025
Q3 | $2.75M | Buy |
10,289
+23
| +0.2% | +$6.47K | 0.07% | 232 |
|
|
2025
Q2 | $3.12M | Buy |
10,266
+309
| +3% | +$88.5K | 0.09% | 200 |
|
|
2025
Q1 | $2.67M | Buy |
9,957
+35
| +0.4% | +$9.53K | 0.09% | 211 |
|
|
2024
Q4 | $2.44M | Buy |
9,922
+239
| +2% | +$56.9K | 0.03% | 458 |
|
|
2024
Q3 | $2.22M | Sell |
9,683
-20
| -0.2% | -$4.25K | 0.08% | 208 |
|
|
2024
Q2 | $1.96M | Buy |
9,703
+26
| +0.3% | +$4.91K | 0.07% | 223 |
|
|
2024
Q1 | $1.89M | Sell |
9,677
-173
| -2% | -$30.7K | 0.07% | 228 |
|
|
2023
Q4 | $1.52M | Sell |
9,850
-483
| -5% | -$69.9K | 0.05% | 250 |
|
|
2023
Q3 | $1.34M | Sell |
10,333
-75
| -0.7% | -$10.2K | 0.06% | 250 |
|
|
2023
Q2 | $1.42M | Sell |
10,408
-767
| -7% | -$101K | 0.06% | 257 |
|
|
2023
Q1 | $1.41M | Buy |
+11,175
| New | +$1.31M | 0.07% | 240 |
|
|
2022
Q4 | – | Sell |
-16,358
| Closed | -$1.33M | – | 592 |
|
|
2022
Q3 | $1.33M | Buy |
16,358
+435
| +3% | +$38.4K | 0.08% | 223 |
|
|
2022
Q2 | $1.45M | Sell |
15,923
-1,463
| -8% | -$146K | 0.08% | 205 |
|
|
2022
Q1 | $1.93M | Buy |
17,386
+12,081
| +228% | +$1.47M | 0.09% | 189 |
|
|
2021
Q4 | $743K | Sell |
5,305
-127
| -2% | -$17.7K | 0.04% | 319 |
|
|
2021
Q3 | $734K | Buy |
5,432
+119
| +2% | +$17.3K | 0.04% | 309 |
|
|
2021
Q2 | $746K | Hold |
5,313
| – | – | 0.04% | 317 |
|
|
2021
Q1 | $652K | Sell |
5,313
-11
| -0.2% | -$1.39K | 0.04% | 320 |
|
|
2020
Q4 | $694K | Sell |
5,324
-28,723
| -84% | -$3.71M | 0.05% | 284 |
|
|
2020
Q3 | $5.3M | Buy |
+34,047
| New | +$5.41M | 0.4% | 73 |
|
|
2019
Q1 | – | Sell |
-2,455
| Closed | -$244K | – | 466 |
|
|
2018
Q4 | $244K | Sell |
2,455
-1,505
| -38% | -$160K | 0.04% | 328 |
|
|
2018
Q3 | $327K | Buy |
3,960
+223
| +6% | +$26.5K | 0.06% | 255 |
|
|
2018
Q2 | $282K | Buy |
3,737
+1,126
| +43% | +$127K | 0.06% | 255 |
|
|
2018
Q1 | $270K | Buy |
2,611
+46
| +2% | +$4.97K | 0.06% | 264 |
|
|
2017
Q4 | $294K | Buy |
2,565
+51
| +2% | +$5.77K | 0.07% | 246 |
|
|
2017
Q3 | $282K | Buy |
2,514
+39
| +2% | +$4.14K | 0.08% | 216 |
|
|
2017
Q2 | $258K | Sell |
2,475
-616
| -20% | -$63.5K | 0.08% | 207 |
|
|
2017
Q1 | $301K | Buy |
3,091
+716
| +30% | +$66.5K | 0.05% | 304 |
|
|
2016
Q4 | $212K | Buy |
+2,375
| New | +$204K | 0.09% | 170 |
|
Other funds holding SAP
WPL
Independent Advisor Alliance's SAP Position: Q1 2026 in Review
Independent Advisor Alliance reduced its SAP (SAP) stake by 79% in Q1 2026, selling an estimated $1.81M and leaving 2,366 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.
Independent Advisor Alliance first reported a position in SAP in Q4 2016 and has held it in 31 quarters since. The position peaked at $5.3M in Q3 2020. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.
- Independent Advisor Alliance held 2,366 shares of SAP worth $405K as of Q1 2026.
- Independent Advisor Alliance sold 8,788 SAP shares in Q1 2026, an estimated $1.81M.
- SAP made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1198 holding.
- Independent Advisor Alliance first reported a position in SAP in Q4 2016 and has held it in 31 quarters since.
- Independent Advisor Alliance's SAP position peaked at $5.3M in Q3 2020.
- 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.