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PDS Planning’s SAP SAP Stock Holding History

PDS Planning’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 		$764K Buy
4,955
+1,259
+34% +$215K 0.04% 207
2026
Q1 		$633K Sell
3,696
-546
-13% -$113K 0.04% 217
2025
Q4 		$1.03M Sell
4,242
-430
-9% -$110K 0.07% 136
2025
Q3 		$1.25M Sell
4,672
-168
-3% -$47.2K 0.09% 108
2025
Q2 		$1.47M Buy
4,840
+309
+7% +$88.5K 0.11% 86
2025
Q1 		$1.22M Buy
4,531
+404
+10% +$110K 0.1% 89
2024
Q4 		$1.02M Buy
4,127
+133
+3% +$31.6K 0.09% 97
2024
Q3 		$915K Buy
3,994
+51
+1% +$10.8K 0.08% 108
2024
Q2 		$795K Buy
3,943
+137
+4% +$25.9K 0.08% 103
2024
Q1 		$742K Buy
3,806
+85
+2% +$15.1K 0.08% 111
2023
Q4 		$575K Buy
3,721
+45
+1% +$6.51K 0.07% 129
2023
Q3 		$475K Buy
3,676
+159
+5% +$21.6K 0.06% 142
2023
Q2 		$481K Sell
3,517
-241
-6% -$31.9K 0.06% 141
2023
Q1 		$476K Buy
3,758
+1,097
+41% +$129K 0.07% 127
2022
Q4 		$275K Buy
+2,661
New +$266K 0.04% 153
2022
Q1 		– Sell
-1,819
Closed -$255K – 248
2021
Q4 		$255K Sell
1,819
-91
-5% -$12.7K 0.05% 157
2021
Q3 		$258K Buy
1,910
+190
+11% +$27.6K 0.06% 149
2021
Q2 		$242K Buy
+1,720
New +$240K 0.06% 152

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

PDS Planning's SAP Position: Q2 2026 in Review

PDS Planning increased its SAP (SAP) stake by 34% in Q2 2026, buying an estimated $215K and bringing the position to 4,955 shares worth $764K. The position accounts for 0.04% of the portfolio, ranked #207.

PDS Planning first reported a position in SAP in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.47M in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • PDS Planning held 4,955 shares of SAP worth $764K as of Q2 2026.
  • PDS Planning bought 1,259 SAP shares in Q2 2026, an estimated $215K.
  • SAP made up 0.04% of PDS Planning's portfolio in Q2 2026, its #207 holding.
  • PDS Planning first reported a position in SAP in Q2 2021 and has held it in 18 quarters since.
  • PDS Planning's SAP position peaked at $1.47M in Q2 2025.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.