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Paragon Private Wealth Management’s SAP SAP Stock Holding History

Paragon Private Wealth Management’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
Q4 		– Sell
-927
Closed -$248K – 226
2025
Q3 		$248K Sell
927
-70
-7% -$19.7K 0.08% 199
2025
Q2 		$303K Buy
+997
New +$286K 0.12% 160

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paragon Private Wealth Management's SAP Position: Q4 2025 in Review

Paragon Private Wealth Management sold out of SAP (SAP) in Q4 2025, closing a stake of 927 shares — an estimated $248K sold.

Paragon Private Wealth Management first reported a position in SAP in Q2 2025 and held it in 2 quarters. The position peaked at $303K in Q2 2025. 928 funds tracked by Wall St. Rank hold SAP as of Q4 2025.

  • Paragon Private Wealth Management reported no remaining SAP position as of Q4 2025 after selling out during the quarter.
  • Paragon Private Wealth Management sold 927 SAP shares in Q4 2025, an estimated $248K.
  • Paragon Private Wealth Management first reported a position in SAP in Q2 2025 and held it in 2 quarters.
  • Paragon Private Wealth Management's SAP position peaked at $303K in Q2 2025.
  • 928 funds tracked by Wall St. Rank held SAP as of Q4 2025.

Based on Paragon Private Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.