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JFS Wealth Advisors’s SAP SAP Stock Holding History

JFS 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
Q2 		$25.6K Sell
166
-2
-1% -$341 ﹤0.01% 704
2026
Q1 		$28.8K Sell
168
-11
-6% -$2.27K ﹤0.01% 647
2025
Q4 		$43.5K Buy
179
+11
+7% +$2.8K ﹤0.01% 561
2025
Q3 		$44.9K Hold
168
– – ﹤0.01% 524
2025
Q2 		$51.1K Hold
168
– – ﹤0.01% 462
2025
Q1 		$45.1K Hold
168
– – ﹤0.01% 494
2024
Q4 		$41.4K Sell
168
-37
-18% -$8.8K ﹤0.01% 499
2024
Q3 		$47K Hold
205
– – ﹤0.01% 480
2024
Q2 		$41.4K Sell
205
-10
-5% -$1.89K ﹤0.01% 450
2024
Q1 		$41.9K Hold
215
– – ﹤0.01% 458
2023
Q4 		$33.2K Buy
215
+46
+27% +$6.65K ﹤0.01% 481
2023
Q3 		$21.9K Sell
169
-4
-2% -$544 ﹤0.01% 526
2023
Q2 		$23.7K Sell
173
-24
-12% -$3.17K ﹤0.01% 504
2023
Q1 		$24.9K Sell
197
-5
-2% -$587 ﹤0.01% 482
2022
Q4 		$20.8K Sell
202
-745
-79% -$74.6K ﹤0.01% 527
2022
Q3 		$77K Buy
947
+193
+26% +$17K 0.01% 311
2022
Q2 		$68K Buy
754
+680
+919% +$67.9K 0.01% 344
2022
Q1 		$8K Buy
74
+25
+51% +$3.04K ﹤0.01% 881
2021
Q4 		$7K Buy
+49
New +$6.84K ﹤0.01% 746
2014
Q3 		– Sell
-13
Closed -$1K – 497
2014
Q2 		$1K Buy
+13
New +$1.01K ﹤0.01% 457

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

JFS Wealth Advisors's SAP Position: Q2 2026 in Review

JFS Wealth Advisors reduced its SAP (SAP) stake by 1.2% in Q2 2026, selling an estimated $341 and leaving 166 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

JFS Wealth Advisors first reported a position in SAP in Q2 2014 and has held it in 20 quarters since. The position peaked at $77K in Q3 2022. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • JFS Wealth Advisors held 166 shares of SAP worth $25.6K as of Q2 2026.
  • JFS Wealth Advisors sold 2 SAP shares in Q2 2026, an estimated $341.
  • SAP made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #704 holding.
  • JFS Wealth Advisors first reported a position in SAP in Q2 2014 and has held it in 20 quarters since.
  • JFS Wealth Advisors's SAP position peaked at $77K in Q3 2022.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.