RPg Family Wealth Advisory’s SAP SAP Stock Holding History

RPg Family Wealth Advisory’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
2025 Q3	–	Sell	-17,184	Closed	-$5.23M	–	123
2025 Q2	$5.23M	Buy	+17,184	New	+$4.92M	1.39%	28
2018 Q4	–	Sell	-245	Closed	-$30.1K	–	256
2018 Q3	$30.1K	Buy	+245	New	+$29.1K	0.02%	143
2017 Q1	–	Sell	-213	Closed	-$18.4K	–	325
2016 Q4	$18.4K	Buy	213 +22	+12%	+$1.89K	0.02%	198
2016 Q3	$17.5K	Buy	191 +4	+2%	+$344	0.01%	195
2016 Q2	$14K	Sell	187 -1	-0.5%	-$78	0.01%	225
2016 Q1	$15.1K	Sell	188 -168	-47%	-$13.1K	0.01%	216
2015 Q4	$28.2K	Buy	+356	New	+$27.4K	0.03%	127

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RPg Family Wealth Advisory's SAP Position: Q3 2025 in Review

RPg Family Wealth Advisory sold out of SAP (SAP) in Q3 2025, closing a stake of 17,184 shares — an estimated $5.23M sold.

RPg Family Wealth Advisory first reported a position in SAP in Q4 2015 and held it in 7 quarters. The position peaked at $5.23M in Q2 2025. 930 funds tracked by Wall St. Rank hold SAP as of Q3 2025.

RPg Family Wealth Advisory reported no remaining SAP position as of Q3 2025 after selling out during the quarter.
RPg Family Wealth Advisory sold 17,184 SAP shares in Q3 2025, an estimated $5.23M.
RPg Family Wealth Advisory first reported a position in SAP in Q4 2015 and held it in 7 quarters.
RPg Family Wealth Advisory's SAP position peaked at $5.23M in Q2 2025.
930 funds tracked by Wall St. Rank held SAP as of Q3 2025.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.