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Medallion Wealth Advisors’s SAP SAP Stock Holding History

Medallion 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
2026
Q2 		$30.8K Hold
200
– – 0.01% 561
2026
Q1 		$34.2K Hold
200
– – 0.01% 548
2025
Q4 		$48.6K Hold
200
– – 0.02% 479
2025
Q3 		$53.4K Hold
200
– – 0.02% 457
2025
Q2 		$60.1K Hold
200
– – 0.02% 432
2025
Q1 		$54.1K Hold
200
– – 0.02% 416
2024
Q4 		$49.2K Buy
+200
New +$47.6K 0.02% 409

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Medallion Wealth Advisors's SAP Position: Q2 2026 in Review

Medallion Wealth Advisors held its SAP (SAP) position steady in Q2 2026 at 200 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #561.

Medallion Wealth Advisors first reported a position in SAP in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.1K in Q2 2025. 817 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Medallion Wealth Advisors held 200 shares of SAP worth $30.8K as of Q2 2026.
  • Medallion Wealth Advisors left its SAP share count unchanged in Q2 2026.
  • SAP made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #561 holding.
  • Medallion Wealth Advisors first reported a position in SAP in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's SAP position peaked at $60.1K in Q2 2025.
  • 817 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.