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Oak Harbor Wealth Partners’s SAP SAP Stock Holding History

Oak Harbor Wealth Partners’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 		$208K Buy
1,212
+6
+0.5% +$1.24K 0.05% 191
2025
Q4 		$293K Sell
1,206
-11
-0.9% -$2.8K 0.07% 171
2025
Q3 		$325K Hold
1,217
– – 0.08% 165
2025
Q2 		$370K Hold
1,217
– – 0.1% 155
2025
Q1 		$327K Buy
+1,217
New +$332K 0.09% 160

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Harbor Wealth Partners's SAP Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its SAP (SAP) stake by 0.5% in Q1 2026, buying an estimated $1.24K and bringing the position to 1,212 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #191.

Oak Harbor Wealth Partners first reported a position in SAP in Q1 2025 and has held it in 5 quarters since. The position peaked at $370K in Q2 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Oak Harbor Wealth Partners held 1,212 shares of SAP worth $208K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 6 SAP shares in Q1 2026, an estimated $1.24K.
  • SAP made up 0.05% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #191 holding.
  • Oak Harbor Wealth Partners first reported a position in SAP in Q1 2025 and has held it in 5 quarters since.
  • Oak Harbor Wealth Partners's SAP position peaked at $370K in Q2 2025.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.