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Intergy Private Wealth’s SAP SAP Stock Holding History

Intergy Private Wealth’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
Q4 		– Sell
-807
Closed -$216K – 120
2025
Q3 		$216K Sell
807
-194
-19% -$54.6K 0.07% 100
2025
Q2 		$304K Buy
1,001
+179
+22% +$51.3K 0.1% 78
2025
Q1 		$221K Buy
+822
New +$224K 0.08% 90

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Intergy Private Wealth's SAP Position: Q4 2025 in Review

Intergy Private Wealth sold out of SAP (SAP) in Q4 2025, closing a stake of 807 shares — an estimated $216K sold.

Intergy Private Wealth first reported a position in SAP in Q1 2025 and held it in 3 quarters. The position peaked at $304K in Q2 2025. 928 funds tracked by Wall St. Rank hold SAP as of Q4 2025.

  • Intergy Private Wealth reported no remaining SAP position as of Q4 2025 after selling out during the quarter.
  • Intergy Private Wealth sold 807 SAP shares in Q4 2025, an estimated $216K.
  • Intergy Private Wealth first reported a position in SAP in Q1 2025 and held it in 3 quarters.
  • Intergy Private Wealth's SAP position peaked at $304K in Q2 2025.
  • 928 funds tracked by Wall St. Rank held SAP as of Q4 2025.

Based on Intergy Private Wealth's 13F filing for Q4 2025, filed 22 Jan 2026.