Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-929
Closed -$226K 348
2025
Q4
$226K Sell
929
-111
-11% -$28.3K 0.01% 296
2025
Q3
$278K Sell
1,040
-175
-14% -$49.2K 0.01% 267
2025
Q2
$369K Buy
+1,215
New +$348K 0.02% 217

Other funds holding SAP

Klingman & Associates's SAP Position: Q1 2026 in Review

Klingman & Associates sold out of SAP (SAP) in Q1 2026, closing a stake of 929 shares — an estimated $226K sold.

Klingman & Associates first reported a position in SAP in Q2 2025 and held it in 3 quarters. The position peaked at $369K in Q2 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Klingman & Associates reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
  • Klingman & Associates sold 929 SAP shares in Q1 2026, an estimated $226K.
  • Klingman & Associates first reported a position in SAP in Q2 2025 and held it in 3 quarters.
  • Klingman & Associates's SAP position peaked at $369K in Q2 2025.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.