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Perigon Wealth Management’s SAP SAP Stock Holding History

Perigon 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
2026
Q2 		$1.46M Sell
9,477
-2,713
-22% -$463K 0.02% 472
2026
Q1 		$2.09M Sell
12,190
-3,711
-23% -$766K 0.04% 369
2025
Q4 		$3.86M Buy
15,901
+499
+3% +$127K 0.07% 251
2025
Q3 		$4.12M Buy
15,402
+4,256
+38% +$1.2M 0.08% 230
2025
Q2 		$3.39M Buy
11,146
+7,273
+188% +$2.08M 0.08% 246
2025
Q1 		$1.04M Buy
3,873
+1,305
+51% +$355K 0.03% 441
2024
Q4 		$672K Buy
2,568
+102
+4% +$24.3K 0.02% 559
2024
Q3 		$565K Sell
2,466
-99
-4% -$21K 0.01% 579
2024
Q2 		$517K Buy
2,565
+41
+2% +$7.74K 0.02% 524
2024
Q1 		$492K Buy
2,524
+450
+22% +$79.9K 0.01% 540
2023
Q4 		$321K Buy
2,074
+142
+7% +$20.5K 0.01% 632
2023
Q3 		$250K Buy
1,932
+6
+0.3% +$817 0.01% 657
2023
Q2 		$264K Buy
1,926
+131
+7% +$17.3K 0.01% 653
2023
Q1 		$227K Buy
+1,795
New +$211K 0.01% 634
2021
Q1 		– Sell
-498
Closed -$65K – 934
2020
Q4 		$65K Buy
+498
New +$64.3K 0.01% 663
2017
Q3 		– Sell
-648
Closed -$68K – 703
2017
Q2 		$68K Buy
+648
New +$66.8K 0.01% 345
2017
Q1 		– Sell
-330
Closed -$31K – 690
2016
Q4 		$31K Hold
330
– – 0.01% 410
2016
Q3 		$30K Buy
+330
New +$28.4K 0.01% 355

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

Perigon Wealth Management's SAP Position: Q2 2026 in Review

Perigon Wealth Management reduced its SAP (SAP) stake by 22% in Q2 2026, selling an estimated $463K and leaving 9,477 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #472.

Perigon Wealth Management first reported a position in SAP in Q3 2016 and has held it in 18 quarters since. The position peaked at $4.12M in Q3 2025. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Perigon Wealth Management held 9,477 shares of SAP worth $1.46M as of Q2 2026.
  • Perigon Wealth Management sold 2,713 SAP shares in Q2 2026, an estimated $463K.
  • SAP made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #472 holding.
  • Perigon Wealth Management first reported a position in SAP in Q3 2016 and has held it in 18 quarters since.
  • Perigon Wealth Management's SAP position peaked at $4.12M in Q3 2025.
  • 814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.