PCS
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Personal CFO Solutions’s SAP SAP Stock Holding History

Personal CFO Solutions’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 		$808K Sell
4,720
-1,933
-29% -$399K 0.11% 158
2025
Q4 		$1.62M Sell
6,653
-1,796
-21% -$458K 0.26% 64
2025
Q3 		$2.26M Buy
8,449
+194
+2% +$54.6K 0.4% 41
2025
Q2 		$2.51M Sell
8,255
-102
-1% -$29.2K 0.46% 37
2025
Q1 		$2.24M Sell
8,357
-964
-10% -$263K 0.46% 40
2024
Q4 		$2.29M Buy
9,321
+4,505
+94% +$1.07M 0.45% 40
2024
Q3 		$1.1M Sell
4,816
-732
-13% -$156K 0.15% 128
2024
Q2 		$1.12M Sell
5,548
-132
-2% -$24.9K 0.17% 115
2024
Q1 		$1.11M Sell
5,680
-8
-0.1% -$1.42K 0.17% 115
2023
Q4 		$879K Buy
5,688
+97
+2% +$14K 0.15% 139
2023
Q3 		$723K Buy
5,591
+1,471
+36% +$200K 0.14% 137
2023
Q2 		$564K Buy
4,120
+106
+3% +$14K 0.11% 182
2023
Q1 		$508K Buy
4,014
+287
+8% +$33.7K 0.1% 192
2022
Q4 		$385K Sell
3,727
-353
-9% -$35.3K 0.08% 233
2022
Q3 		$332K Sell
4,080
-266
-6% -$23.5K 0.08% 234
2022
Q2 		$394K Buy
4,346
+295
+7% +$29.5K 0.09% 202
2022
Q1 		$449K Buy
4,051
+307
+8% +$37.3K 0.09% 217
2021
Q4 		$525K Buy
3,744
+276
+8% +$38.5K 0.1% 193
2021
Q3 		$468K Buy
3,468
+15
+0.4% +$2.18K 0.1% 199
2021
Q2 		$485K Buy
3,453
+443
+15% +$61.7K 0.1% 192
2021
Q1 		$370K Buy
3,010
+312
+12% +$39.5K 0.08% 219
2020
Q4 		$352K Sell
2,698
-909
-25% -$117K 0.09% 215
2020
Q3 		$1K Buy
3,607
+44
+1% +$6.99K 0.33% 115
2020
Q2 		$499K Buy
3,563
+761
+27% +$93.8K 0.15% 129
2020
Q1 		$310K Buy
2,802
+11
+0.4% +$1.39K 0.11% 167
2019
Q4 		$374K Sell
2,791
-35
-1% -$4.6K 0.11% 174
2019
Q3 		$333K Buy
+2,826
New +$350K 0.13% 186

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

Personal CFO Solutions's SAP Position: Q1 2026 in Review

Personal CFO Solutions reduced its SAP (SAP) stake by 29% in Q1 2026, selling an estimated $399K and leaving 4,720 shares worth $808K. The position accounts for 0.11% of the portfolio, ranked #158.

Personal CFO Solutions first reported a position in SAP in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.51M in Q2 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Personal CFO Solutions held 4,720 shares of SAP worth $808K as of Q1 2026.
  • Personal CFO Solutions sold 1,933 SAP shares in Q1 2026, an estimated $399K.
  • SAP made up 0.11% of Personal CFO Solutions's portfolio in Q1 2026, its #158 holding.
  • Personal CFO Solutions first reported a position in SAP in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's SAP position peaked at $2.51M in Q2 2025.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.