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 Q2	$791K	Buy	5,133 +217	+4%	+$37K	0.52%	56
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 $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

Northern Financial Advisors's SAP Position: Q2 2026 in Review

Northern Financial Advisors increased its SAP (SAP) stake by 4.4% in Q2 2026, buying an estimated $37K and bringing the position to 5,133 shares worth $791K. The position accounts for 0.52% of the portfolio, ranked #56.

Northern Financial Advisors first reported a position in SAP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q2 2025. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Northern Financial Advisors held 5,133 shares of SAP worth $791K as of Q2 2026.
Northern Financial Advisors bought 217 SAP shares in Q2 2026, an estimated $37K.
SAP made up 0.52% of Northern Financial Advisors's portfolio in Q2 2026, its #56 holding.
Northern Financial Advisors first reported a position in SAP in Q4 2022 and has held it in 15 quarters since.
Northern Financial Advisors's SAP position peaked at $1.64M in Q2 2025.
814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.