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Morton Brown Family Wealth’s SAP SAP Stock Holding History

Morton Brown Family Wealth’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 		$7.4K Hold
48
– – ﹤0.01% 216
2026
Q1 		$8.22K Hold
48
– – ﹤0.01% 202
2025
Q4 		$11.7K Hold
48
– – ﹤0.01% 185
2025
Q3 		$12.8K Sell
48
-12
-20% -$3.38K ﹤0.01% 170
2025
Q2 		$18.2K Buy
60
+48
+400% +$13.8K 0.01% 150
2025
Q1 		$3.22K Buy
+12
New +$3.27K ﹤0.01% 258

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morton Brown Family Wealth's SAP Position: Q2 2026 in Review

Morton Brown Family Wealth held its SAP (SAP) position steady in Q2 2026 at 48 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Morton Brown Family Wealth first reported a position in SAP in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.2K in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Morton Brown Family Wealth held 48 shares of SAP worth $7.4K as of Q2 2026.
  • Morton Brown Family Wealth left its SAP share count unchanged in Q2 2026.
  • SAP made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #216 holding.
  • Morton Brown Family Wealth first reported a position in SAP in Q1 2025 and has held it in 6 quarters since.
  • Morton Brown Family Wealth's SAP position peaked at $18.2K in Q2 2025.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.