PWM
SAP icon

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
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 $295B AUM 31.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perigon Wealth Management's SAP Position: Q1 2026 in Review

Perigon Wealth Management reduced its SAP (SAP) stake by 23% in Q1 2026, selling an estimated $766K and leaving 12,190 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #369.

Perigon Wealth Management first reported a position in SAP in Q3 2016 and has held it in 17 quarters since. The position peaked at $4.12M in Q3 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Perigon Wealth Management held 12,190 shares of SAP worth $2.09M as of Q1 2026.
  • Perigon Wealth Management sold 3,711 SAP shares in Q1 2026, an estimated $766K.
  • SAP made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #369 holding.
  • Perigon Wealth Management first reported a position in SAP in Q3 2016 and has held it in 17 quarters since.
  • Perigon Wealth Management's SAP position peaked at $4.12M in Q3 2025.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.