ORG Wealth Partners’s SAP SAP Stock Holding History

ORG 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	$103K	Hold	667	–	–	0.02%	286
2026 Q1	$114K	Hold	667	–	–	0.02%	273
2025 Q4	$162K	Sell	667 -20	-3%	-$5.1K	0.04%	231
2025 Q3	$184K	Buy	687 +666	+3,171%	+$187K	0.04%	208
2025 Q2	$6.31K	Buy	21 +1	+5%	+$287	﹤0.01%	525
2025 Q1	$5.41K	Sell	20 -1	-5%	-$272	﹤0.01%	603
2024 Q4	$5.17K	Sell	21 -1	-5%	-$238	﹤0.01%	415
2024 Q3	$5.04K	Buy	+22	New	+$4.68K	﹤0.01%	399

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

ORG Wealth Partners's SAP Position: Q2 2026 in Review

ORG Wealth Partners held its SAP (SAP) position steady in Q2 2026 at 667 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #286.

ORG Wealth Partners first reported a position in SAP in Q3 2024 and has held it in 8 quarters since. The position peaked at $184K in Q3 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

ORG Wealth Partners held 667 shares of SAP worth $103K as of Q2 2026.
ORG Wealth Partners left its SAP share count unchanged in Q2 2026.
SAP made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #286 holding.
ORG Wealth Partners first reported a position in SAP in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's SAP position peaked at $184K in Q3 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.