Integrated Wealth Concepts
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Integrated Wealth Concepts’s SAP SAP Stock Holding History

Integrated Wealth Concepts’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 		$335K Sell
2,176
-1,156
-35% -$197K ﹤0.01% 1906
2026
Q1 		$570K Buy
3,332
+970
+41% +$200K ﹤0.01% 1461
2025
Q4 		$574K Sell
2,362
-3,271
-58% -$833K 0.01% 1025
2025
Q3 		$1.51M Buy
5,633
+1,106
+24% +$311K 0.01% 793
2025
Q2 		$1.38M Buy
4,527
+1,607
+55% +$461K 0.01% 768
2025
Q1 		$784K Sell
2,920
-773
-21% -$211K 0.01% 936
2024
Q4 		$909K Buy
3,693
+1,454
+65% +$346K 0.01% 862
2024
Q3 		$513K Buy
2,239
+18
+0.8% +$3.83K 0.01% 1070
2024
Q2 		$448K Buy
2,221
+46
+2% +$8.69K 0.01% 1097
2024
Q1 		$424K Sell
2,175
-152
-7% -$27K 0.01% 1127
2023
Q4 		$360K Sell
2,327
-158
-6% -$22.8K 0.01% 1164
2023
Q3 		$321K Buy
2,485
+149
+6% +$20.3K 0.01% 1192
2023
Q2 		$320K Sell
2,336
-36
-2% -$4.76K 0.01% 1195
2023
Q1 		$300K Sell
2,372
-14,468
-86% -$1.7M 0.01% 1058
2022
Q4 		$1.74M Buy
16,840
+636
+4% +$63.7K 0.05% 346
2022
Q3 		$1.32M Buy
16,204
+607
+4% +$53.6K 0.04% 361
2022
Q2 		$1.42M Buy
15,597
+514
+3% +$51.4K 0.04% 352
2022
Q1 		$1.67M Buy
15,083
+1,056
+8% +$128K 0.05% 289
2021
Q4 		$1.96M Buy
14,027
+2,074
+17% +$290K 0.06% 266
2021
Q3 		$1.61M Buy
11,953
+617
+5% +$89.6K 0.05% 279
2021
Q2 		$1.59M Buy
11,336
+778
+7% +$108K 0.06% 256
2021
Q1 		$1.3M Buy
10,558
+2,259
+27% +$286K 0.05% 255
2020
Q4 		$1.08M Buy
8,299
+781
+10% +$101K 0.05% 235
2020
Q3 		$1.17M Sell
7,518
-166
-2% -$26.4K 0.07% 187
2020
Q2 		$1.08M Buy
7,684
+1,128
+17% +$139K 0.08% 166
2020
Q1 		$724K Buy
6,556
+1,099
+20% +$139K 0.07% 175
2019
Q4 		$731K Buy
5,457
+1,967
+56% +$259K 0.06% 203
2019
Q3 		$411K Buy
3,490
+1,202
+53% +$149K 0.05% 239
2019
Q2 		$313K Buy
+2,288
New +$285K 0.04% 265

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Integrated Wealth Concepts's SAP Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its SAP (SAP) stake by 35% in Q2 2026, selling an estimated $197K and leaving 2,176 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Integrated Wealth Concepts first reported a position in SAP in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.96M in Q4 2021. 821 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Integrated Wealth Concepts held 2,176 shares of SAP worth $335K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,156 SAP shares in Q2 2026, an estimated $197K.
  • SAP made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1906 holding.
  • Integrated Wealth Concepts first reported a position in SAP in Q2 2019 and has held it in 29 quarters since.
  • Integrated Wealth Concepts's SAP position peaked at $1.96M in Q4 2021.
  • 821 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.