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Matthew Hamilton Rosenberg’s SAP SAP Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$342K Buy
1,642
+31
+2% +$6.02K 0.06% 157
2026
Q2 		$248K Buy
1,611
+510
+46% +$87K 0.05% 192
2026
Q1 		$189K Buy
1,101
+6
+0.5% +$1.24K 0.04% 224
2025
Q4 		$266K Sell
1,095
-199
-15% -$50.7K 0.06% 167
2025
Q3 		$346K Sell
1,294
-74
-5% -$20.8K 0.07% 127
2025
Q2 		$416K Buy
1,368
+34
+3% +$9.74K 0.1% 99
2025
Q1 		$358K Buy
1,334
+19
+1% +$5.18K 0.09% 100
2024
Q4 		$324K Buy
1,315
+215
+20% +$51.2K 0.08% 114
2024
Q3 		$252K Buy
1,100
+52
+5% +$11.1K 0.07% 160
2024
Q2 		$209K Sell
1,048
-52
-5% -$9.82K 0.06% 170
2024
Q1 		$216K Buy
1,100
+63
+6% +$11.2K 0.06% 172
2023
Q4 		$160K Sell
1,037
-75
-7% -$10.8K 0.05% 215
2023
Q3 		$144K Hold
1,112
– – 0.05% 226
2023
Q2 		$152K Buy
1,112
+23
+2% +$3.04K 0.05% 221
2023
Q1 		$138K Hold
1,089
– – 0.04% 245
2022
Q4 		$112K Buy
1,089
+74
+7% +$7.41K 0.04% 285
2022
Q3 		$82K Buy
1,015
+69
+7% +$6.09K 0.03% 330
2022
Q2 		$86K Buy
946
+319
+51% +$31.9K 0.03% 335
2022
Q1 		$70K Sell
627
-550
-47% -$66.9K 0.02% 383
2021
Q4 		$165K Buy
1,177
+305
+35% +$42.6K 0.06% 218
2021
Q3 		$118K Hold
872
– – 0.05% 256
2021
Q2 		$122K Hold
872
– – 0.06% 230
2021
Q1 		$107K Sell
872
-49
-5% -$6.21K 0.06% 238
2020
Q4 		$120K Sell
921
-175
-16% -$22.6K 0.07% 202
2020
Q3 		$171K Hold
1,096
– – 0.13% 105
2020
Q2 		$153K Buy
1,096
+397
+57% +$48.9K 0.12% 111
2020
Q1 		$78K Buy
+699
New +$88.2K 0.08% 175

Other funds holding SAP

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Matthew Hamilton Rosenberg's SAP Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its SAP (SAP) stake by 1.9% in Q3 2026, buying an estimated $6.02K and bringing the position to 1,642 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #157.

Matthew Hamilton Rosenberg first reported a position in SAP in Q1 2020 and has held it in 27 quarters since. The position peaked at $416K in Q2 2025. 37 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,642 shares of SAP worth $342K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 31 SAP shares in Q3 2026, an estimated $6.02K.
  • SAP made up 0.06% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #157 holding.
  • Matthew Hamilton Rosenberg first reported a position in SAP in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's SAP position peaked at $416K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.