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Roehl & Yi Investment Advisors’s SAP SAP Stock Holding History

Roehl & Yi Investment 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
Q1 		– Sell
-1,679
Closed -$408K – 192
2025
Q4 		$408K Buy
1,679
+16
+1% +$4.08K 0.16% 108
2025
Q3 		$444K Sell
1,663
-216
-11% -$60.7K 0.19% 101
2025
Q2 		$571K Sell
1,879
-274
-13% -$78.5K 0.29% 80
2025
Q1 		$578K Sell
2,153
-85
-4% -$23.2K 0.31% 76
2024
Q4 		$551K Buy
+2,238
New +$533K 0.3% 78

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Roehl & Yi Investment Advisors's SAP Position: Q1 2026 in Review

Roehl & Yi Investment Advisors sold out of SAP (SAP) in Q1 2026, closing a stake of 1,679 shares — an estimated $408K sold.

Roehl & Yi Investment Advisors first reported a position in SAP in Q4 2024 and held it in 5 quarters. The position peaked at $578K in Q1 2025. 845 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Roehl & Yi Investment Advisors reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 1,679 SAP shares in Q1 2026, an estimated $408K.
  • Roehl & Yi Investment Advisors first reported a position in SAP in Q4 2024 and held it in 5 quarters.
  • Roehl & Yi Investment Advisors's SAP position peaked at $578K in Q1 2025.
  • 845 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.