Phillips Wealth Planners’s SAP SAP Stock Holding History

Phillips Wealth Planners’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
2025 Q4	–	Sell	-777	Closed	-$213K	–	211
2025 Q3	$213K	Sell	777 -122	-14%	-$34.3K	0.18%	189
2025 Q2	$278K	Sell	899 -445	-33%	-$128K	0.25%	149
2025 Q1	$348K	Sell	1,344 -57	-4%	-$15.5K	0.37%	92
2024 Q4	$352K	Sell	1,401 -225	-14%	-$53.5K	0.35%	97
2024 Q3	$373K	Sell	1,626 -23	-1%	-$4.89K	0.36%	100
2024 Q2	$334K	Sell	1,649 -18	-1%	-$3.4K	0.35%	98
2024 Q1	$301K	Buy	1,667 +291	+21%	+$51.7K	0.35%	108
2023 Q4	$221K	Buy	+1,376	New	+$199K	0.27%	143

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phillips Wealth Planners's SAP Position: Q4 2025 in Review

Phillips Wealth Planners sold out of SAP (SAP) in Q4 2025, closing a stake of 777 shares — an estimated $213K sold.

Phillips Wealth Planners first reported a position in SAP in Q4 2023 and held it in 8 quarters. The position peaked at $373K in Q3 2024. 928 funds tracked by Wall St. Rank hold SAP as of Q4 2025.

Phillips Wealth Planners reported no remaining SAP position as of Q4 2025 after selling out during the quarter.
Phillips Wealth Planners sold 777 SAP shares in Q4 2025, an estimated $213K.
Phillips Wealth Planners first reported a position in SAP in Q4 2023 and held it in 8 quarters.
Phillips Wealth Planners's SAP position peaked at $373K in Q3 2024.
928 funds tracked by Wall St. Rank held SAP as of Q4 2025.

Based on Phillips Wealth Planners's 13F filing for Q4 2025, filed 10 Feb 2026.