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 Q2	$1.22M	Buy	7,904 +4,657	+143%	+$794K	0.01%	803
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 $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

Kestra Private Wealth Services's SAP Position: Q2 2026 in Review

Kestra Private Wealth Services increased its SAP (SAP) stake by 143% in Q2 2026, buying an estimated $794K and bringing the position to 7,904 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #803.

Kestra Private Wealth Services first reported a position in SAP in Q1 2024 and has held it in 10 quarters since. 817 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Kestra Private Wealth Services held 7,904 shares of SAP worth $1.22M as of Q2 2026.
Kestra Private Wealth Services bought 4,657 SAP shares in Q2 2026, an estimated $794K.
SAP made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #803 holding.
Kestra Private Wealth Services first reported a position in SAP in Q1 2024 and has held it in 10 quarters since.
817 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.