Portside Wealth Group’s SAP SAP Stock Holding History

Portside Wealth Group’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	$292K	Sell	1,897 -760	-29%	-$130K	0.03%	403
2026 Q1	$455K	Sell	2,657 -2,214	-45%	-$457K	0.06%	276
2025 Q4	$1.18M	Sell	4,871 -1,016	-17%	-$259K	0.16%	148
2025 Q3	$1.57M	Sell	5,887 -319	-5%	-$89.7K	0.22%	102
2025 Q2	$1.89M	Sell	6,206 -164	-3%	-$47K	0.28%	82
2025 Q1	$1.71M	Sell	6,370 -1,366	-18%	-$372K	0.28%	87
2024 Q4	$1.9M	Sell	7,736 -263	-3%	-$62.6K	0.32%	74
2024 Q3	$1.83M	Buy	7,999 +389	+5%	+$82.7K	0.31%	78
2024 Q2	$1.54M	Sell	7,610 -565	-7%	-$107K	0.29%	85
2024 Q1	$1.59M	Buy	8,175 +1,013	+14%	+$180K	0.29%	87
2023 Q4	$1.11M	Buy	7,162 +793	+12%	+$115K	0.21%	117
2023 Q3	$823K	Buy	6,369 +1,321	+26%	+$180K	0.15%	139
2023 Q2	$691K	Buy	+5,048	New	+$668K	0.13%	164

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Portside Wealth Group's SAP Position: Q2 2026 in Review

Portside Wealth Group reduced its SAP (SAP) stake by 29% in Q2 2026, selling an estimated $130K and leaving 1,897 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #403.

Portside Wealth Group first reported a position in SAP in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.9M in Q4 2024. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Portside Wealth Group held 1,897 shares of SAP worth $292K as of Q2 2026.
Portside Wealth Group sold 760 SAP shares in Q2 2026, an estimated $130K.
SAP made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #403 holding.
Portside Wealth Group first reported a position in SAP in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's SAP position peaked at $1.9M in Q4 2024.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.