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Mount Yale Investment Advisors’s SAP SAP Stock Holding History

Mount Yale 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 		$2.77M Buy
16,201
+12,598
+350% +$2.6M 0.06% 307
2025
Q4 		$875K Sell
3,603
-4,401
-55% -$1.12M 0.04% 340
2025
Q3 		$2.14M Sell
8,004
-10,364
-56% -$2.91M 0.15% 148
2025
Q2 		$5.59M Buy
18,368
+3,497
+24% +$1M 0.44% 38
2025
Q1 		$3.99M Sell
14,871
-1,496
-9% -$408K 0.34% 55
2024
Q4 		$4.03M Buy
16,367
+11,057
+208% +$2.63M 0.33% 61
2024
Q3 		$1.22M Sell
5,310
-105
-2% -$22.3K 0.12% 168
2024
Q2 		$1.09M Sell
5,415
-43
-0.8% -$8.12K 0.09% 191
2024
Q1 		$1.06M Sell
5,458
-7,315
-57% -$1.3M 0.08% 209
2023
Q4 		$1.97M Buy
12,773
+4,067
+47% +$588K 0.19% 125
2023
Q3 		$1.13M Sell
8,706
-430
-5% -$58.5K 0.12% 175
2023
Q2 		$1.25M Buy
9,136
+2,577
+39% +$341K 0.13% 157
2023
Q1 		$830K Sell
6,559
-570
-8% -$66.9K 0.09% 224
2022
Q4 		$736K Sell
7,129
-139
-2% -$13.9K 0.08% 242
2022
Q3 		$591K Buy
7,268
+4,434
+156% +$392K 0.08% 249
2022
Q2 		$257K Buy
2,834
+118
+4% +$11.8K 0.03% 389
2022
Q1 		$301K Buy
2,716
+460
+20% +$55.9K 0.03% 361
2021
Q4 		$316K Buy
2,256
+211
+10% +$29.5K 0.03% 362
2021
Q3 		$276K Buy
+2,045
New +$297K 0.03% 371
2020
Q4 		– Sell
-9,460
Closed -$1.47M – 418
2020
Q3 		$1.47M Sell
9,460
-1,544
-14% -$245K 0.21% 102
2020
Q2 		$1.54M Sell
11,004
-246
-2% -$30.3K 0.28% 89
2020
Q1 		$1.24M Sell
11,250
-160
-1% -$20.2K 0.28% 93
2019
Q4 		$1.49M Sell
11,410
-549
-5% -$72.2K 0.26% 96
2019
Q3 		$1.62M Buy
+11,959
New +$1.48M 0.29% 87

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 $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

Mount Yale Investment Advisors's SAP Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its SAP (SAP) stake by 350% in Q1 2026, buying an estimated $2.6M and bringing the position to 16,201 shares worth $2.77M. The position accounts for 0.06% of the portfolio, ranked #307.

Mount Yale Investment Advisors first reported a position in SAP in Q3 2019 and has held it in 24 quarters since. The position peaked at $5.59M in Q2 2025. 842 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Mount Yale Investment Advisors held 16,201 shares of SAP worth $2.77M as of Q1 2026.
  • Mount Yale Investment Advisors bought 12,598 SAP shares in Q1 2026, an estimated $2.6M.
  • SAP made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #307 holding.
  • Mount Yale Investment Advisors first reported a position in SAP in Q3 2019 and has held it in 24 quarters since.
  • Mount Yale Investment Advisors's SAP position peaked at $5.59M in Q2 2025.
  • 842 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.