Legacy Financial Advisors’s SAP SAP Stock Holding History

Legacy Financial 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
2025 Q4	–	Sell	-3,626	Closed	-$969K	–	446
2025 Q3	$969K	Buy	+3,626	New	+$1.02M	0.13%	128
2025 Q2	–	Sell	-3,145	Closed	-$844K	–	401
2025 Q1	$844K	Buy	3,145 +221	+8%	+$60.2K	0.14%	122
2024 Q4	$720K	Buy	2,924 +769	+36%	+$183K	0.12%	144
2024 Q3	$494K	Buy	2,155 +319	+17%	+$67.8K	0.08%	198
2024 Q2	$370K	Buy	1,836 +45	+3%	+$8.5K	0.07%	221
2024 Q1	$349K	Buy	1,791 +146	+9%	+$25.9K	0.06%	225
2023 Q4	$254K	Sell	1,645 -422	-20%	-$61K	0.05%	255
2023 Q3	$267K	Buy	+2,067	New	+$281K	0.05%	212
2019 Q2	–	Sell	-303	Closed	-$35K	–	747
2019 Q1	$35K	Buy	303 +64	+27%	+$6.81K	0.01%	339
2018 Q4	$24K	Sell	239 -70	-23%	-$7.45K	0.01%	374
2018 Q3	$38K	Buy	309 +9	+3%	+$1.07K	0.01%	278
2018 Q2	$36K	Buy	300 +122	+69%	+$13.8K	0.01%	286
2018 Q1	$19K	Sell	178 -54	-23%	-$5.83K	0.01%	374
2017 Q4	$26K	Buy	+232	New	+$26.2K	0.01%	335

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's SAP Position: Q4 2025 in Review

Legacy Financial Advisors sold out of SAP (SAP) in Q4 2025, closing a stake of 3,626 shares — an estimated $969K sold.

Legacy Financial Advisors first reported a position in SAP in Q4 2017 and held it in 14 quarters. The position peaked at $969K in Q3 2025. 929 funds tracked by Wall St. Rank hold SAP as of Q4 2025.

Legacy Financial Advisors reported no remaining SAP position as of Q4 2025 after selling out during the quarter.
Legacy Financial Advisors sold 3,626 SAP shares in Q4 2025, an estimated $969K.
Legacy Financial Advisors first reported a position in SAP in Q4 2017 and held it in 14 quarters.
Legacy Financial Advisors's SAP position peaked at $969K in Q3 2025.
929 funds tracked by Wall St. Rank held SAP as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.