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Marshall & Sterling Wealth Advisors’s SAP SAP Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-18
Closed -$4.81K – 569
2025
Q3 		$4.81K Buy
18
+3
+20% +$844 ﹤0.01% 509
2025
Q2 		$4.56K Sell
15
-3
-17% -$860 ﹤0.01% 491
2025
Q1 		$4.83K Buy
+18
New +$4.9K ﹤0.01% 475

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SAP Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of SAP (SAP) in Q4 2025, closing a stake of 18 shares — an estimated $4.81K sold.

Marshall & Sterling Wealth Advisors first reported a position in SAP in Q1 2025 and held it in 3 quarters. The position peaked at $4.83K in Q1 2025. 931 funds tracked by Wall St. Rank hold SAP as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining SAP position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 18 SAP shares in Q4 2025, an estimated $4.81K.
  • Marshall & Sterling Wealth Advisors first reported a position in SAP in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's SAP position peaked at $4.83K in Q1 2025.
  • 931 funds tracked by Wall St. Rank held SAP as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.