Opal Wealth Advisors’s SAP SAP Stock Holding History

Opal Wealth 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	–	Sell	-419	Closed	-$71.7K	–	505
2026 Q1	$71.7K	Buy	+419	New	+$86.5K	0.02%	335
2025 Q3	–	Sell	-1,021	Closed	-$310K	–	475
2025 Q2	$310K	Buy	1,021 +296	+41%	+$84.8K	0.09%	131
2025 Q1	$195K	Sell	725 -104	-13%	-$28.3K	0.06%	183
2024 Q4	$204K	Buy	+829	New	+$197K	0.06%	187
2024 Q3	–	Sell	-350	Closed	-$70.6K	–	979
2024 Q2	$70.6K	Buy	+350	New	+$66.1K	0.02%	314

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

Opal Wealth Advisors's SAP Position: Q2 2026 in Review

Opal Wealth Advisors sold out of SAP (SAP) in Q2 2026, closing a stake of 419 shares — an estimated $71.7K sold.

Opal Wealth Advisors first reported a position in SAP in Q2 2024 and held it in 5 quarters. The position peaked at $310K in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Opal Wealth Advisors reported no remaining SAP position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 419 SAP shares in Q2 2026, an estimated $71.7K.
Opal Wealth Advisors first reported a position in SAP in Q2 2024 and held it in 5 quarters.
Opal Wealth Advisors's SAP position peaked at $310K in Q2 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.