Portus Wealth Advisors’s SAP SAP Stock Holding History

Portus Wealth Advisors’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	–	Sell	-5	Closed	-$856	–	433
2026 Q1	$856	Buy	+5	New	+$1.03K	﹤0.01%	421

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

Portus Wealth Advisors's SAP Position: Q2 2026 in Review

Portus Wealth Advisors sold out of SAP (SAP) in Q2 2026, closing a stake of 5 shares — an estimated $856 sold.

Portus Wealth Advisors first reported a position in SAP in Q1 2026 and held it in 1 quarter. The position peaked at $856 in Q1 2026. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Portus Wealth Advisors reported no remaining SAP position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 5 SAP shares in Q2 2026, an estimated $856.
Portus Wealth Advisors first reported a position in SAP in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's SAP position peaked at $856 in Q1 2026.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.