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MorganRosel Wealth Management’s SAP SAP Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-33
Closed -$10K – 304
2025
Q2 		$10K Hold
33
– – ﹤0.01% 256
2025
Q1 		$8.86K Buy
+33
New +$8.99K ﹤0.01% 254

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MorganRosel Wealth Management's SAP Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of SAP (SAP) in Q3 2025, closing a stake of 33 shares — an estimated $10K sold.

MorganRosel Wealth Management first reported a position in SAP in Q1 2025 and held it in 2 quarters. The position peaked at $10K in Q2 2025. 931 funds tracked by Wall St. Rank hold SAP as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining SAP position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 33 SAP shares in Q3 2025, an estimated $10K.
  • MorganRosel Wealth Management first reported a position in SAP in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's SAP position peaked at $10K in Q2 2025.
  • 931 funds tracked by Wall St. Rank held SAP as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.