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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moneta Group Investment Advisors's SAP Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of SAP (SAP) in Q1 2026, closing a stake of 922 shares — an estimated $224K sold.

Moneta Group Investment Advisors first reported a position in SAP in Q3 2015 and held it in 8 quarters. The position peaked at $297K in Q2 2024. 841 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 922 SAP shares in Q1 2026, an estimated $224K.
  • Moneta Group Investment Advisors first reported a position in SAP in Q3 2015 and held it in 8 quarters.
  • Moneta Group Investment Advisors's SAP position peaked at $297K in Q2 2024.
  • 841 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.