Perigon Wealth Management
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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
Q3 		$1.74M Sell
8,352
-1,125
-12% -$218K 0.03% 437
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 $348B AUM 26.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Coerente Capital Management
Coerente Capital Management Toronto, Ontario, Canada $572M AUM 10.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Perigon Wealth Management's SAP Position: Q3 2026 in Review

Perigon Wealth Management reduced its SAP (SAP) stake by 12% in Q3 2026, selling an estimated $218K and leaving 8,352 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #437.

Perigon Wealth Management first reported a position in SAP in Q3 2016 and has held it in 19 quarters since. The position peaked at $4.12M in Q3 2025. 491 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Perigon Wealth Management held 8,352 shares of SAP worth $1.74M as of Q3 2026.
  • Perigon Wealth Management sold 1,125 SAP shares in Q3 2026, an estimated $218K.
  • SAP made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #437 holding.
  • Perigon Wealth Management first reported a position in SAP in Q3 2016 and has held it in 19 quarters since.
  • Perigon Wealth Management's SAP position peaked at $4.12M in Q3 2025.
  • 491 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.