Laurel Oak Wealth Management’s SAP SAP Stock Holding History

Laurel Oak Wealth Management’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	–	Sell	-895	Closed	-$217K	–	384
2025 Q4	$217K	Buy	+895	New	+$228K	0.04%	332

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Laurel Oak Wealth Management's SAP Position: Q1 2026 in Review

Laurel Oak Wealth Management sold out of SAP (SAP) in Q1 2026, closing a stake of 895 shares — an estimated $217K sold.

Laurel Oak Wealth Management first reported a position in SAP in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 845 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Laurel Oak Wealth Management reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
Laurel Oak Wealth Management sold 895 SAP shares in Q1 2026, an estimated $217K.
Laurel Oak Wealth Management first reported a position in SAP in Q4 2025 and held it in 1 quarter.
Laurel Oak Wealth Management's SAP position peaked at $217K in Q4 2025.
845 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.