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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
Q2 		$3.18M Buy
20,662
+469
+2% +$80K 0.03% 339
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
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

NewEdge Wealth's SAP Position: Q2 2026 in Review

NewEdge Wealth increased its SAP (SAP) stake by 2.3% in Q2 2026, buying an estimated $80K and bringing the position to 20,662 shares worth $3.18M. The position accounts for 0.03% of the portfolio, ranked #339.

NewEdge Wealth first reported a position in SAP in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.91M in Q3 2025. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • NewEdge Wealth held 20,662 shares of SAP worth $3.18M as of Q2 2026.
  • NewEdge Wealth bought 469 SAP shares in Q2 2026, an estimated $80K.
  • SAP made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #339 holding.
  • NewEdge Wealth first reported a position in SAP in Q3 2021 and has held it in 18 quarters since.
  • NewEdge Wealth's SAP position peaked at $4.91M in Q3 2025.
  • 814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.