Modern Wealth Management’s SAP SAP Stock Holding History

Modern 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	$878K	Buy	5,123 +12	+0.2%	+$2.48K	0.02%	445
2025 Q4	$1.24M	Buy	5,111 +111	+2%	+$28.3K	0.02%	365
2025 Q3	$1.34M	Sell	5,000 -106	-2%	-$29.8K	0.03%	336
2025 Q2	$1.55M	Buy	5,106 +443	+10%	+$127K	0.04%	301
2025 Q1	$1.25M	Buy	4,663 +3,474	+292%	+$946K	0.04%	278
2024 Q4	$293K	Sell	1,189 -20	-2%	-$4.76K	0.01%	460
2024 Q3	$277K	Sell	1,209 -18	-1%	-$3.83K	0.02%	360
2024 Q2	$248K	Buy	+1,227	New	+$232K	0.02%	346

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Modern Wealth Management increased its SAP (SAP) stake by 0.23% in Q1 2026, buying an estimated $2.48K and bringing the position to 5,123 shares worth $878K. The position accounts for 0.02% of the portfolio, ranked #445.

Modern Wealth Management first reported a position in SAP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.55M in Q2 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Modern Wealth Management held 5,123 shares of SAP worth $878K as of Q1 2026.
Modern Wealth Management bought 12 SAP shares in Q1 2026, an estimated $2.48K.
SAP made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #445 holding.
Modern Wealth Management first reported a position in SAP in Q2 2024 and has held it in 8 quarters since.
Modern Wealth Management's SAP position peaked at $1.55M in Q2 2025.
840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.