Kestra Private Wealth Services’s SAP SAP Stock Holding History

Kestra Private Wealth Services’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 Q1	$556K	Buy	3,247 +2,087	+180%	+$431K	0.01%	1145
2025 Q4	$282K	Buy	1,160 +15	+1%	+$3.82K	﹤0.01%	1455
2025 Q3	$306K	Sell	1,145 -437	-28%	-$123K	﹤0.01%	1351
2025 Q2	$481K	Sell	1,582 -7	-0.4%	-$2.01K	0.01%	1054
2025 Q1	$427K	Buy	1,589 +570	+56%	+$155K	0.01%	1039
2024 Q4	$251K	Buy	1,019 +68	+7%	+$16.2K	﹤0.01%	1204
2024 Q3	$218K	Sell	951 -73	-7%	-$15.5K	﹤0.01%	1230
2024 Q2	$206K	Sell	1,024 -41	-4%	-$7.74K	﹤0.01%	1228
2024 Q1	$208K	Buy	+1,065	New	+$189K	﹤0.01%	1176

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kestra Private Wealth Services's SAP Position: Q1 2026 in Review

Kestra Private Wealth Services increased its SAP (SAP) stake by 180% in Q1 2026, buying an estimated $431K and bringing the position to 3,247 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #1145.

Kestra Private Wealth Services first reported a position in SAP in Q1 2024 and has held it in 9 quarters since. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Kestra Private Wealth Services held 3,247 shares of SAP worth $556K as of Q1 2026.
Kestra Private Wealth Services bought 2,087 SAP shares in Q1 2026, an estimated $431K.
SAP made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1145 holding.
Kestra Private Wealth Services first reported a position in SAP in Q1 2024 and has held it in 9 quarters since.
840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.