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Kingswood Wealth Advisors’s SAP SAP Stock Holding History

Kingswood 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 		$272K Buy
1,765
+29
+2% +$4.95K 0.01% 821
2026
Q1 		$297K Sell
1,736
-45
-3% -$9.29K 0.01% 714
2025
Q4 		$433K Buy
+1,781
New +$454K 0.02% 564

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

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

Kingswood Wealth Advisors increased its SAP (SAP) stake by 1.7% in Q2 2026, buying an estimated $4.95K and bringing the position to 1,765 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #821.

Kingswood Wealth Advisors first reported a position in SAP in Q4 2025 and has held it in 3 quarters since. The position peaked at $433K in Q4 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Kingswood Wealth Advisors held 1,765 shares of SAP worth $272K as of Q2 2026.
  • Kingswood Wealth Advisors bought 29 SAP shares in Q2 2026, an estimated $4.95K.
  • SAP made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #821 holding.
  • Kingswood Wealth Advisors first reported a position in SAP in Q4 2025 and has held it in 3 quarters since.
  • Kingswood Wealth Advisors's SAP position peaked at $433K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.