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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
Q2 		$1.5M Buy
+9,743
New +$1.66M 0.03% 484

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

Mount Yale Investment Advisors's SAP Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its SAP (SAP) stake by 69% in Q2 2026, selling an estimated $1.92M and leaving 4,944 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #663.

Mount Yale Investment Advisors first reported a position in SAP in Q3 2019 and has held it in 25 quarters since. The position peaked at $5.59M in Q2 2025. 817 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Mount Yale Investment Advisors held 4,944 shares of SAP worth $762K as of Q2 2026.
  • Mount Yale Investment Advisors sold 11,257 SAP shares in Q2 2026, an estimated $1.92M.
  • SAP made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #663 holding.
  • Mount Yale Investment Advisors first reported a position in SAP in Q3 2019 and has held it in 25 quarters since.
  • Mount Yale Investment Advisors's SAP position peaked at $5.59M in Q2 2025.
  • 817 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.