Moneta Group Investment Advisors’s SAP SAP Stock Holding History

Moneta Group Investment 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	$235K	Buy	+1,523	New	+$260K	﹤0.01%	778
2026 Q1	–	Sell	-922	Closed	-$224K	–	847
2025 Q4	$224K	Sell	922 -33	-3%	-$8.41K	﹤0.01%	734
2025 Q3	$255K	Buy	955 +103	+12%	+$29K	﹤0.01%	669
2025 Q2	$259K	Sell	852 -7	-0.8%	-$2.01K	﹤0.01%	602
2025 Q1	$231K	Sell	859 -19	-2%	-$5.18K	﹤0.01%	596
2024 Q4	$216K	Buy	878 +3	+0.3%	+$714	﹤0.01%	614
2024 Q3	$200K	Sell	875 -598	-41%	-$127K	﹤0.01%	618
2024 Q2	$297K	Buy	+1,473	New	+$278K	﹤0.01%	485
2015 Q4	–	Sell	-690	Closed	-$45K	–	356
2015 Q3	$45K	Buy	+690	New	+$47.6K	0.01%	242

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Moneta Group Investment Advisors's SAP Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in SAP (SAP) in Q2 2026: 1,523 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in SAP as recently as Q4 2025.

Moneta Group Investment Advisors first reported a position in SAP in Q3 2015 and has held it in 9 quarters since. The position peaked at $297K in Q2 2024. 816 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Moneta Group Investment Advisors held 1,523 shares of SAP worth $235K as of Q2 2026.
SAP was a new Moneta Group Investment Advisors position in Q2 2026.
SAP made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #778 holding.
Moneta Group Investment Advisors first reported a position in SAP in Q3 2015 and has held it in 9 quarters since.
Moneta Group Investment Advisors's SAP position peaked at $297K in Q2 2024.
816 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.