Orion Portfolio Solutions’s SAP SAP Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$10.9M	Sell	40,499 -3,777	-9%	-$1.03M	0.11%	179
2024 Q4	$10.9M	Sell	44,276 -2,558	-5%	-$609K	0.11%	172
2024 Q3	$10.7M	Sell	46,834 -3,877	-8%	-$824K	0.11%	187
2024 Q2	$10.2M	Sell	50,711 -6,942	-12%	-$1.31M	0.11%	182
2024 Q1	$11.2M	Sell	57,653 -2,470	-4%	-$439K	0.12%	171
2023 Q4	$9.17M	Sell	60,123 -2,239	-4%	-$324K	0.11%	192
2023 Q3	$8.06M	Buy	62,362 +16,880	+37%	+$2.3M	0.1%	203
2023 Q2	$6.22M	Buy	45,482 +3,501	+8%	+$463K	0.07%	281
2023 Q1	$5.31M	Buy	+41,981	New	+$4.92M	0.07%	265
2020 Q3	–	Sell	-323	Closed	-$45K	–	1731
2020 Q2	$45K	Buy	323 +94	+41%	+$11.6K	﹤0.01%	731
2020 Q1	$25K	Sell	229 -42	-15%	-$5.3K	﹤0.01%	774
2019 Q4	$36K	Buy	+271	New	+$35.6K	﹤0.01%	619

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Orion Portfolio Solutions's SAP Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its SAP (SAP) stake by 8.5% in Q1 2025, selling an estimated $1.03M and leaving 40,499 shares worth $10.9M. The position accounts for 0.11% of the portfolio, ranked #179.

Orion Portfolio Solutions first reported a position in SAP in Q4 2019 and has held it in 12 quarters since. The position peaked at $11.2M in Q1 2024. 887 funds tracked by Wall St. Rank hold SAP as of Q1 2025.

Orion Portfolio Solutions held 40,499 shares of SAP worth $10.9M as of Q1 2025.
Orion Portfolio Solutions sold 3,777 SAP shares in Q1 2025, an estimated $1.03M.
SAP made up 0.11% of Orion Portfolio Solutions's portfolio in Q1 2025, its #179 holding.
Orion Portfolio Solutions first reported a position in SAP in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's SAP position peaked at $11.2M in Q1 2024.
887 funds tracked by Wall St. Rank held SAP as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.