Institute for Wealth Management’s SAP SAP Stock Holding History

Institute for Wealth Management’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 Q2	$9.44K	Buy	+61	New	+$10.4K	﹤0.01%	1325
2022 Q4	–	Sell	-2,765	Closed	-$225K	–	467
2022 Q3	$225K	Buy	2,765 +136	+5%	+$12K	0.05%	398
2022 Q2	$239K	Sell	2,629 -190	-7%	-$19K	0.05%	453
2022 Q1	$313K	Buy	2,819 +109	+4%	+$13.3K	0.05%	414
2021 Q4	$380K	Buy	2,710 +237	+10%	+$33.1K	0.06%	328
2021 Q3	$334K	Buy	2,473 +138	+6%	+$20K	0.06%	345
2021 Q2	$328K	Buy	2,335 +540	+30%	+$75.2K	0.06%	354
2021 Q1	$220K	Buy	1,795 +180	+11%	+$22.8K	0.04%	426
2020 Q4	$211K	Buy	1,615 +111	+7%	+$14.3K	0.04%	416
2020 Q3	$234K	Buy	+1,504	New	+$239K	0.05%	374

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Institute for Wealth Management's SAP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in SAP (SAP) in Q2 2026: 61 shares worth $9.44K. The stake represents ﹤0.01% of the portfolio and ranks #1325 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SAP as recently as Q3 2022.

Institute for Wealth Management first reported a position in SAP in Q3 2020 and has held it in 10 quarters since. The position peaked at $380K in Q4 2021. 817 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Institute for Wealth Management held 61 shares of SAP worth $9.44K as of Q2 2026.
SAP was a new Institute for Wealth Management position in Q2 2026.
SAP made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1325 holding.
Institute for Wealth Management first reported a position in SAP in Q3 2020 and has held it in 10 quarters since.
Institute for Wealth Management's SAP position peaked at $380K in Q4 2021.
817 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.