Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$616K Sell
3,596
-46
-1% -$9.49K 0.01% 430
2025
Q4
$885K Sell
3,642
-26
-0.7% -$6.63K 0.02% 358
2025
Q3
$980K Buy
3,668
+77
+2% +$21.7K 0.02% 337
2025
Q2
$1.09M Sell
3,591
-45
-1% -$12.9K 0.02% 311
2025
Q1
$976K Buy
3,636
+1
+0% +$272 0.02% 307
2024
Q4
$895K Sell
3,635
-215
-6% -$51.2K 0.02% 315
2024
Q3
$882K Sell
3,850
-44
-1% -$9.36K 0.02% 320
2024
Q2
$785K Buy
3,894
+430
+12% +$81.2K 0.02% 324
2024
Q1
$676K Buy
3,464
+754
+28% +$134K 0.02% 367
2023
Q4
$419K Buy
2,710
+46
+2% +$6.65K 0.01% 413
2023
Q3
$344K Sell
2,664
-116
-4% -$15.8K 0.01% 419
2023
Q2
$380K Buy
2,780
+133
+5% +$17.6K 0.01% 405
2023
Q1
$335K Buy
2,647
+267
+11% +$31.3K 0.01% 422
2022
Q4
$246K Buy
+2,380
New +$238K 0.01% 453
2022
Q2
Sell
-2,772
Closed -$308K 551
2022
Q1
$308K Sell
2,772
-382
-12% -$46.4K 0.01% 414
2021
Q4
$442K Buy
3,154
+18
+0.6% +$2.51K 0.02% 339
2021
Q3
$424K Sell
3,136
-1,486
-32% -$216K 0.02% 322
2021
Q2
$649K Sell
4,622
-93
-2% -$13K 0.03% 242
2021
Q1
$579K Buy
4,715
+880
+23% +$112K 0.03% 236
2020
Q4
$500K Buy
3,835
+881
+30% +$114K 0.03% 237
2020
Q3
$460K Buy
2,954
+201
+7% +$31.9K 0.03% 213
2020
Q2
$385K Buy
2,753
+26
+1% +$3.21K 0.03% 213
2020
Q1
$301K Buy
2,727
+76
+3% +$9.59K 0.03% 209
2019
Q4
$355K Buy
2,651
+10
+0.4% +$1.31K 0.03% 225
2019
Q3
$311K Sell
2,641
-161
-6% -$19.9K 0.03% 227
2019
Q2
$383K Buy
2,802
+30
+1% +$3.73K 0.04% 196
2019
Q1
$320K Buy
2,772
+193
+7% +$20.5K 0.04% 219
2018
Q4
$257K Sell
2,579
-160
-6% -$17K 0.03% 217
2018
Q3
$337K Buy
2,739
+530
+24% +$62.9K 0.04% 198
2018
Q2
$255K Sell
2,209
-398
-15% -$44.9K 0.04% 216
2018
Q1
$274K Sell
2,607
-11
-0.4% -$1.19K 0.04% 173
2017
Q4
$294K Sell
2,618
-170
-6% -$19.2K 0.05% 157
2017
Q3
$306K Buy
2,788
+404
+17% +$42.9K 0.06% 137
2017
Q2
$250K Sell
2,384
-250
-9% -$25.8K 0.05% 160
2017
Q1
$259K Buy
2,634
+240
+10% +$22.3K 0.05% 144
2016
Q4
$207K Buy
+2,394
New +$206K 0.04% 170

Other funds holding SAP

Mission Wealth Management's SAP Position: Q1 2026 in Review

Mission Wealth Management reduced its SAP (SAP) stake by 1.3% in Q1 2026, selling an estimated $9.49K and leaving 3,596 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #430.

Mission Wealth Management first reported a position in SAP in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.09M in Q2 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Mission Wealth Management held 3,596 shares of SAP worth $616K as of Q1 2026.
  • Mission Wealth Management sold 46 SAP shares in Q1 2026, an estimated $9.49K.
  • SAP made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #430 holding.
  • Mission Wealth Management first reported a position in SAP in Q4 2016 and has held it in 36 quarters since.
  • Mission Wealth Management's SAP position peaked at $1.09M in Q2 2025.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.