Key Financial Inc’s SAP SAP Stock Holding History

Key Financial Inc’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	$35K	Sell	227 -85	-27%	-$14.5K	0.01%	612
2026 Q1	$53.4K	Buy	312 +83	+36%	+$17.1K	0.01%	516
2025 Q4	$55.6K	Hold	229	–	–	0.01%	495
2025 Q3	$61.8K	Buy	229 +2	+0.9%	+$562	0.01%	479
2025 Q2	$69K	Hold	227	–	–	0.01%	438
2025 Q1	$60.9K	Hold	227	–	–	0.01%	443
2024 Q4	$55.9K	Hold	227	–	–	0.01%	464
2024 Q3	$52K	Sell	227 -53	-19%	-$11.3K	0.01%	472
2024 Q2	$56.5K	Hold	280	–	–	0.01%	445
2024 Q1	$54.6K	Buy	280 +215	+331%	+$38.2K	0.01%	422
2023 Q4	$10K	Hold	65	–	–	﹤0.01%	734
2023 Q3	$8.41K	Hold	65	–	–	﹤0.01%	761
2023 Q2	$8.89K	Hold	65	–	–	﹤0.01%	768
2023 Q1	$8.23K	Sell	65 -50	-43%	-$5.87K	﹤0.01%	717
2022 Q4	$9.34K	Hold	115	–	–	﹤0.01%	641
2022 Q3	$9K	Hold	115	–	–	﹤0.01%	660
2022 Q2	$10K	Hold	115	–	–	0.01%	639
2022 Q1	$13K	Hold	115	–	–	0.01%	573
2021 Q4	$16K	Buy	115 +50	+77%	+$6.98K	0.01%	522
2021 Q3	$9K	Hold	65	–	–	0.01%	608
2021 Q2	$9K	Hold	65	–	–	0.01%	598
2021 Q1	$8K	Buy	65 +12	+23%	+$1.52K	0.01%	531
2020 Q4	$7K	Buy	+53	New	+$6.84K	0.01%	511
2020 Q2	–	Sell	-53	Closed	-$6K	–	518
2020 Q1	$6K	Buy	+53	New	+$6.68K	0.01%	493

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

Key Financial Inc's SAP Position: Q2 2026 in Review

Key Financial Inc reduced its SAP (SAP) stake by 27% in Q2 2026, selling an estimated $14.5K and leaving 227 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #612.

Key Financial Inc first reported a position in SAP in Q1 2020 and has held it in 24 quarters since. The position peaked at $69K in Q2 2025. 816 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Key Financial Inc held 227 shares of SAP worth $35K as of Q2 2026.
Key Financial Inc sold 85 SAP shares in Q2 2026, an estimated $14.5K.
SAP made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #612 holding.
Key Financial Inc first reported a position in SAP in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's SAP position peaked at $69K in Q2 2025.
816 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.