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Marks Group Wealth Management’s SAP SAP Stock Holding History

Marks Group 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 		$922K Sell
5,384
-2,191
-29% -$452K 0.09% 199
2025
Q4 		$1.84M Sell
7,575
-1,319
-15% -$336K 0.18% 135
2025
Q3 		$2.38M Buy
8,894
+798
+10% +$224K 0.22% 113
2025
Q2 		$2.46M Buy
8,096
+242
+3% +$69.3K 0.23% 109
2025
Q1 		$2.11M Sell
7,854
-1,212
-13% -$330K 0.2% 117
2024
Q4 		$2.23M Sell
9,066
-914
-9% -$217K 0.22% 111
2024
Q3 		$2.29M Sell
9,980
-2,680
-21% -$570K 0.22% 115
2024
Q2 		$2.55M Sell
12,660
-856
-6% -$162K 0.27% 99
2024
Q1 		$2.64M Sell
13,516
-1,145
-8% -$203K 0.28% 97
2023
Q4 		$2.27M Buy
14,661
+547
+4% +$79.1K 0.26% 111
2023
Q3 		$1.83M Buy
14,114
+1,984
+16% +$270K 0.23% 128
2023
Q2 		$1.66M Buy
12,130
+1,097
+10% +$145K 0.2% 134
2023
Q1 		$1.4M Buy
11,033
+5,538
+101% +$650K 0.18% 136
2022
Q4 		$567K Sell
5,495
-295
-5% -$29.5K 0.08% 200
2022
Q3 		$471K Sell
5,790
-892
-13% -$78.8K 0.07% 207
2022
Q2 		$606K Buy
6,682
+749
+13% +$74.8K 0.09% 197
2022
Q1 		$658K Buy
5,933
+1,417
+31% +$172K 0.08% 203
2021
Q4 		$634K Buy
4,516
+1,421
+46% +$198K 0.08% 212
2021
Q3 		$418K Buy
3,095
+1,281
+71% +$186K 0.06% 213
2021
Q2 		$255K Buy
1,814
+86
+5% +$12K 0.04% 227
2021
Q1 		$212K Sell
1,728
-583
-25% -$73.9K 0.03% 237
2020
Q4 		$301K Sell
2,311
-1,825
-44% -$236K 0.05% 213
2020
Q3 		$645K Sell
4,136
-93
-2% -$14.8K 0.12% 154
2020
Q2 		$592K Buy
4,229
+402
+11% +$49.5K 0.12% 145
2020
Q1 		$423K Hold
3,827
– – 0.11% 159
2019
Q4 		$513K Buy
+3,827
New +$503K 0.1% 171

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marks Group Wealth Management's SAP Position: Q1 2026 in Review

Marks Group Wealth Management reduced its SAP (SAP) stake by 29% in Q1 2026, selling an estimated $452K and leaving 5,384 shares worth $922K. The position accounts for 0.09% of the portfolio, ranked #199.

Marks Group Wealth Management first reported a position in SAP in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.64M in Q1 2024. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Marks Group Wealth Management held 5,384 shares of SAP worth $922K as of Q1 2026.
  • Marks Group Wealth Management sold 2,191 SAP shares in Q1 2026, an estimated $452K.
  • SAP made up 0.09% of Marks Group Wealth Management's portfolio in Q1 2026, its #199 holding.
  • Marks Group Wealth Management first reported a position in SAP in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's SAP position peaked at $2.64M in Q1 2024.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.