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Principia Wealth Advisory’s SAP SAP Stock Holding History

Principia Wealth Advisory’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 		$11.7K Buy
76
+16
+27% +$2.73K 0.01% 226
2026
Q1 		$10.3K Buy
60
+18
+43% +$3.71K 0.01% 201
2025
Q4 		$10.2K Sell
42
-11
-21% -$2.8K 0.01% 194
2025
Q3 		$14.2K Buy
53
+33
+165% +$9.28K 0.01% 174
2025
Q2 		$6.08K Buy
+20
New +$5.73K 0.01% 212

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Principia Wealth Advisory's SAP Position: Q2 2026 in Review

Principia Wealth Advisory increased its SAP (SAP) stake by 27% in Q2 2026, buying an estimated $2.73K and bringing the position to 76 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #226.

Principia Wealth Advisory first reported a position in SAP in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.2K in Q3 2025. 812 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Principia Wealth Advisory held 76 shares of SAP worth $11.7K as of Q2 2026.
  • Principia Wealth Advisory bought 16 SAP shares in Q2 2026, an estimated $2.73K.
  • SAP made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #226 holding.
  • Principia Wealth Advisory first reported a position in SAP in Q2 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's SAP position peaked at $14.2K in Q3 2025.
  • 812 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.