NewEdge Wealth’s SAP SAP Stock Holding History

NewEdge 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 Q1	$3.46M	Buy	20,193 +1,316	+7%	+$272K	0.04%	297
2025 Q4	$4.59M	Buy	18,877 +58	+0.3%	+$14.8K	0.05%	249
2025 Q3	$4.91M	Buy	18,819 +3,424	+22%	+$963K	0.07%	211
2025 Q2	$4.55M	Buy	15,395 +1,516	+11%	+$434K	0.07%	224
2025 Q1	$3.73M	Sell	13,879 -3,694	-21%	-$1.01M	0.07%	232
2024 Q4	$4.33M	Buy	17,573 +1,299	+8%	+$309K	0.08%	215
2024 Q3	$3.73M	Buy	16,274 +1,312	+9%	+$279K	0.07%	245
2024 Q2	$3.02M	Sell	14,962 -13	-0.1%	-$2.46K	0.07%	247
2024 Q1	$2.71M	Buy	14,975 +71	+0.5%	+$12.6K	0.06%	269
2023 Q4	$2.3M	Buy	14,904 +6,362	+74%	+$920K	0.06%	273
2023 Q3	$1.1M	Buy	8,542 +440	+5%	+$59.9K	0.04%	338
2023 Q2	$1.11M	Buy	8,102 +121	+2%	+$16K	0.04%	335
2023 Q1	$1.01M	Buy	7,981 +74	+0.9%	+$8.68K	0.04%	314
2022 Q4	$816K	Sell	7,907 -39	-0.5%	-$3.9K	0.04%	309
2022 Q3	$646K	Buy	7,946 +841	+12%	+$74.3K	0.03%	314
2022 Q2	$645K	Buy	+7,105	New	+$710K	0.03%	347
2021 Q4	–	Sell	-2,212	Closed	-$299K	–	402
2021 Q3	$299K	Buy	+2,212	New	+$321K	0.02%	248

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewEdge Wealth's SAP Position: Q1 2026 in Review

NewEdge Wealth increased its SAP (SAP) stake by 7% in Q1 2026, buying an estimated $272K and bringing the position to 20,193 shares worth $3.46M. The position accounts for 0.04% of the portfolio, ranked #297.

NewEdge Wealth first reported a position in SAP in Q3 2021 and has held it in 17 quarters since. The position peaked at $4.91M in Q3 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

NewEdge Wealth held 20,193 shares of SAP worth $3.46M as of Q1 2026.
NewEdge Wealth bought 1,316 SAP shares in Q1 2026, an estimated $272K.
SAP made up 0.04% of NewEdge Wealth's portfolio in Q1 2026, its #297 holding.
NewEdge Wealth first reported a position in SAP in Q3 2021 and has held it in 17 quarters since.
NewEdge Wealth's SAP position peaked at $4.91M in Q3 2025.
840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.