Northern Financial Advisors’s SAP SAP Stock Holding History

Northern Financial 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	$842K	Buy	4,916 +1,184	+32%	+$244K	0.61%	53
2025 Q4	$907K	Sell	3,732 -1,665	-31%	-$424K	1.04%	28
2025 Q3	$1.44M	Sell	5,397 -3	-0.1%	-$844	0.76%	37
2025 Q2	$1.64M	Sell	5,400 -44	-0.8%	-$12.6K	1.23%	24
2025 Q1	$1.46M	Sell	5,444 -100	-2%	-$27.2K	1.21%	28
2024 Q4	$1.36M	Sell	5,544 -389	-7%	-$92.6K	1.09%	31
2024 Q3	$1.36M	Sell	5,933 -12	-0.2%	-$2.55K	1.03%	36
2024 Q2	$1.2M	Buy	5,945 +15	+0.3%	+$2.83K	0.96%	33
2024 Q1	$1.16M	Sell	5,930 -10	-0.2%	-$1.78K	0.9%	37
2023 Q4	$918K	Buy	5,940 +91	+2%	+$13.2K	0.77%	45
2023 Q3	$756K	Sell	5,849 -286	-5%	-$38.9K	0.69%	48
2023 Q2	$839K	Sell	6,135 -155	-2%	-$20.5K	0.74%	43
2023 Q1	$796K	Buy	6,290 +1,268	+25%	+$149K	0.75%	45
2022 Q4	$518K	Buy	+5,022	New	+$503K	0.59%	55

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

Northern Financial Advisors's SAP Position: Q1 2026 in Review

Northern Financial Advisors increased its SAP (SAP) stake by 32% in Q1 2026, buying an estimated $244K and bringing the position to 4,916 shares worth $842K. The position accounts for 0.61% of the portfolio, ranked #53.

Northern Financial Advisors first reported a position in SAP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.64M in Q2 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Northern Financial Advisors held 4,916 shares of SAP worth $842K as of Q1 2026.
Northern Financial Advisors bought 1,184 SAP shares in Q1 2026, an estimated $244K.
SAP made up 0.61% of Northern Financial Advisors's portfolio in Q1 2026, its #53 holding.
Northern Financial Advisors first reported a position in SAP in Q4 2022 and has held it in 14 quarters since.
Northern Financial Advisors's SAP position peaked at $1.64M in Q2 2025.
840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.