Pacific Capital Wealth Advisors’s SAP SAP Stock Holding History

Pacific Capital 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 Q1	–	Sell	-996	Closed	-$242K	–	88
2025 Q4	$242K	Sell	996 -71	-7%	-$18.1K	0.04%	70
2025 Q3	$285K	Hold	1,067	–	–	0.05%	66
2025 Q2	$326K	Hold	1,067	–	–	0.06%	58
2025 Q1	$286K	Hold	1,067	–	–	0.05%	67
2024 Q4	$263K	Sell	1,067 -5	-0.5%	-$1.19K	0.04%	70
2024 Q3	$246K	Buy	1,072 +5	+0.5%	+$1.06K	0.04%	72
2024 Q2	$215K	Buy	1,067 +57	+6%	+$10.8K	0.04%	69
2024 Q1	$197K	Buy	1,010 +14	+1%	+$2.49K	0.05%	65
2023 Q4	$154K	Buy	+996	New	+$144K	0.04%	74
2020 Q4	–	Sell	-996	Closed	-$155K	–	167
2020 Q3	$155K	Buy	+996	New	+$158K	0.09%	68

Other funds holding SAP

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

Pacific Capital Wealth Advisors's SAP Position: Q1 2026 in Review

Pacific Capital Wealth Advisors sold out of SAP (SAP) in Q1 2026, closing a stake of 996 shares — an estimated $242K sold.

Pacific Capital Wealth Advisors first reported a position in SAP in Q3 2020 and held it in 10 quarters. The position peaked at $326K in Q2 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Pacific Capital Wealth Advisors reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 996 SAP shares in Q1 2026, an estimated $242K.
Pacific Capital Wealth Advisors first reported a position in SAP in Q3 2020 and held it in 10 quarters.
Pacific Capital Wealth Advisors's SAP position peaked at $326K in Q2 2025.
840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.