Root Financial Partners
SAP icon

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
Q3 		$122K Buy
+586
New +$114K ﹤0.01% 643
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 $348B AUM 26.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

Root Financial Partners's SAP Position: Q3 2026 in Review

Root Financial Partners opened a new position in SAP (SAP) in Q3 2026: 586 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SAP as recently as Q1 2026.

Root Financial Partners first reported a position in SAP in Q3 2025 and has held it in 4 quarters since. The position peaked at $131K in Q4 2025. 760 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Root Financial Partners held 586 shares of SAP worth $122K as of Q3 2026.
  • SAP was a new Root Financial Partners position in Q3 2026.
  • SAP made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #643 holding.
  • Root Financial Partners first reported a position in SAP in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's SAP position peaked at $131K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.