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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
Q2 		– Sell
-188
Closed -$32.2K – 2637
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 $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

Root Financial Partners's SAP Position: Q2 2026 in Review

Root Financial Partners sold out of SAP (SAP) in Q2 2026, closing a stake of 188 shares — an estimated $32.2K sold.

Root Financial Partners first reported a position in SAP in Q3 2025 and held it in 3 quarters. The position peaked at $131K in Q4 2025. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Root Financial Partners reported no remaining SAP position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 188 SAP shares in Q2 2026, an estimated $32.2K.
  • Root Financial Partners first reported a position in SAP in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's SAP position peaked at $131K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.