Private Advisory Group’s SAP SAP Stock Holding History

Private Advisory 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 Q1	–	Sell	-1,132	Closed	-$275K	–	318
2025 Q4	$275K	Buy	1,132 +5	+0.4%	+$1.27K	0.02%	214
2025 Q3	$301K	Buy	1,127 +164	+17%	+$46.1K	0.02%	186
2025 Q2	$293K	Sell	963 -9	-0.9%	-$2.58K	0.03%	179
2025 Q1	$261K	Sell	972 -249	-20%	-$67.8K	0.03%	175
2024 Q4	$301K	Sell	1,221 -175	-13%	-$41.6K	0.03%	173
2024 Q3	$320K	Sell	1,396 -16,438	-92%	-$3.49M	0.04%	164
2024 Q2	$3.6M	Buy	+17,834	New	+$3.37M	0.47%	55

Other funds holding SAP

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

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

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

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

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

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

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

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

Private Advisory Group's SAP Position: Q1 2026 in Review

Private Advisory Group sold out of SAP (SAP) in Q1 2026, closing a stake of 1,132 shares — an estimated $275K sold.

Private Advisory Group first reported a position in SAP in Q2 2024 and held it in 7 quarters. The position peaked at $3.6M in Q2 2024. 841 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Private Advisory Group reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
Private Advisory Group sold 1,132 SAP shares in Q1 2026, an estimated $275K.
Private Advisory Group first reported a position in SAP in Q2 2024 and held it in 7 quarters.
Private Advisory Group's SAP position peaked at $3.6M in Q2 2024.
841 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.