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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
Q2 		– Sell
-1,212
Closed -$208K – 279
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 $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

Oak Harbor Wealth Partners's SAP Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of SAP (SAP) in Q2 2026, closing a stake of 1,212 shares — an estimated $208K sold.

Oak Harbor Wealth Partners first reported a position in SAP in Q1 2025 and held it in 5 quarters. The position peaked at $370K in Q2 2025. 817 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining SAP position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,212 SAP shares in Q2 2026, an estimated $208K.
  • Oak Harbor Wealth Partners first reported a position in SAP in Q1 2025 and held it in 5 quarters.
  • Oak Harbor Wealth Partners's SAP position peaked at $370K in Q2 2025.
  • 817 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.