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Root Financial Partners’s SAP SAP Stock Holding History

Root Financial Partners’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 		$32.2K Sell
188
-353
-65% -$72.9K ﹤0.01% 1079
2025
Q4 		$131K Buy
541
+113
+26% +$28.8K 0.01% 379
2025
Q3 		$114K Buy
+428
New +$120K 0.01% 406

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Root Financial Partners's SAP Position: Q1 2026 in Review

Root Financial Partners reduced its SAP (SAP) stake by 65% in Q1 2026, selling an estimated $72.9K and leaving 188 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Root Financial Partners first reported a position in SAP in Q3 2025 and has held it in 3 quarters since. The position peaked at $131K in Q4 2025. 841 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Root Financial Partners held 188 shares of SAP worth $32.2K as of Q1 2026.
  • Root Financial Partners sold 353 SAP shares in Q1 2026, an estimated $72.9K.
  • SAP made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1079 holding.
  • Root Financial Partners first reported a position in SAP in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's SAP position peaked at $131K in Q4 2025.
  • 841 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.