Naples Global Advisors’s SAP SAP Stock Holding History

Naples Global 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	$6.39M	Buy	41,447 +4,895	+13%	+$835K	0.39%	73
2026 Q1	$6.26M	Buy	36,552 +5,596	+18%	+$1.15M	0.46%	70
2025 Q4	$7.52M	Sell	30,956 -312	-1%	-$79.5K	0.56%	53
2025 Q3	$8.36M	Buy	31,268 +2	+0%	+$562	0.65%	36
2025 Q2	$9.51M	Sell	31,266 -1,007	-3%	-$289K	0.82%	21
2025 Q1	$8.66M	Sell	32,273 -820	-2%	-$223K	0.82%	22
2024 Q4	$8.15M	Sell	33,093 -703	-2%	-$167K	0.76%	27
2024 Q3	$7.74M	Buy	33,796 +25	+0.1%	+$5.32K	0.72%	30
2024 Q2	$6.81M	Sell	33,771 -65	-0.2%	-$12.3K	0.68%	35
2024 Q1	$6.6M	Sell	33,836 -175	-0.5%	-$31.1K	0.68%	38
2023 Q4	$5.26M	Sell	34,011 -43	-0.1%	-$6.22K	0.58%	50
2023 Q3	$4.4M	Sell	34,054 -100	-0.3%	-$13.6K	0.53%	54
2023 Q2	$4.67M	Sell	34,154 -1,108	-3%	-$147K	0.55%	53
2023 Q1	$4.46M	Sell	35,262 -30	-0.1%	-$3.52K	0.56%	50
2022 Q4	$3.64M	Buy	35,292 +320	+0.9%	+$32K	0.46%	64
2022 Q3	$2.84M	Sell	34,972 -865	-2%	-$76.4K	0.39%	80
2022 Q2	$3.25M	Buy	35,837 +1,120	+3%	+$112K	0.42%	72
2022 Q1	$3.85M	Buy	34,717 +2,185	+7%	+$266K	0.44%	66
2021 Q4	$4.56M	Buy	32,532 +873	+3%	+$122K	0.53%	52
2021 Q3	$4.28M	Buy	31,659 +1,300	+4%	+$189K	0.56%	46
2021 Q2	$4.26M	Buy	30,359 +1,168	+4%	+$163K	0.59%	43
2021 Q1	$3.58M	Buy	29,191 +2,645	+10%	+$335K	0.54%	49
2020 Q4	$3.46M	Buy	26,546 +2,285	+9%	+$295K	0.59%	47
2020 Q3	$3.78M	Buy	24,261 +144	+0.6%	+$22.9K	0.74%	32
2020 Q2	$3.38M	Buy	24,117 +755	+3%	+$93.1K	0.73%	32
2020 Q1	$2.58M	Buy	23,362 +305	+1%	+$38.5K	0.68%	40
2019 Q4	$3.09M	Buy	23,057 +370	+2%	+$48.6K	0.65%	41
2019 Q3	$2.67M	Buy	22,687 +2,155	+10%	+$267K	0.62%	47
2019 Q2	$2.81M	Buy	20,532 +1,530	+8%	+$190K	0.68%	39
2019 Q1	$2.19M	Buy	19,002 +668	+4%	+$71.1K	0.56%	51
2018 Q4	$1.9M	Buy	18,334 +2,229	+14%	+$237K	0.54%	52
2018 Q3	$1.98M	Sell	16,105 -90	-0.6%	-$10.7K	0.53%	53
2018 Q2	$1.87M	Buy	16,195 +450	+3%	+$50.8K	0.53%	52
2018 Q1	$1.66M	Buy	15,745 +205	+1%	+$22.1K	0.49%	62
2017 Q4	$1.75M	Buy	15,540 +1,865	+14%	+$211K	0.52%	55
2017 Q3	$1.5M	Hold	13,675	–	–	0.5%	59
2017 Q2	$1.43M	Buy	13,675 +1,925	+16%	+$199K	0.51%	62
2017 Q1	$1.15M	Buy	11,750 +3,535	+43%	+$328K	0.41%	86
2016 Q4	$710K	Buy	8,215 +200	+2%	+$17.2K	0.28%	135
2016 Q3	$733K	Buy	8,015 +500	+7%	+$43K	0.29%	134
2016 Q2	$564K	Buy	7,515 +50	+0.7%	+$3.92K	0.23%	150
2016 Q1	$600K	Sell	7,465 -355	-5%	-$27.6K	0.25%	144
2015 Q4	$619K	Hold	7,820	–	–	0.3%	128
2015 Q3	$507K	Buy	7,820 +725	+10%	+$50K	0.26%	144
2015 Q2	$498K	Buy	7,095 +1,015	+17%	+$75.3K	0.24%	154
2015 Q1	$439K	Buy	6,080 +2,295	+61%	+$157K	0.21%	166
2014 Q4	$264K	Buy	+3,785	New	+$260K	0.14%	196

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Naples Global Advisors's SAP Position: Q2 2026 in Review

Naples Global Advisors increased its SAP (SAP) stake by 13% in Q2 2026, buying an estimated $835K and bringing the position to 41,447 shares worth $6.39M. The position accounts for 0.39% of the portfolio, ranked #73.

Naples Global Advisors first reported a position in SAP in Q4 2014 and has held it in 47 quarters since. The position peaked at $9.51M in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Naples Global Advisors held 41,447 shares of SAP worth $6.39M as of Q2 2026.
Naples Global Advisors bought 4,895 SAP shares in Q2 2026, an estimated $835K.
SAP made up 0.39% of Naples Global Advisors's portfolio in Q2 2026, its #73 holding.
Naples Global Advisors first reported a position in SAP in Q4 2014 and has held it in 47 quarters since.
Naples Global Advisors's SAP position peaked at $9.51M in Q2 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.