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Sage Mountain Advisors’s SAP SAP Stock Holding History

Sage Mountain 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
-1,774
Closed -$431K – 512
2025
Q4 		$431K Buy
1,774
+39
+2% +$9.94K 0.02% 305
2025
Q3 		$464K Sell
1,735
-9
-0.5% -$2.53K 0.03% 288
2025
Q2 		$530K Sell
1,744
-302
-15% -$86.5K 0.03% 232
2025
Q1 		$549K Sell
2,046
-175
-8% -$47.7K 0.04% 208
2024
Q4 		$547K Sell
2,221
-718
-24% -$171K 0.04% 194
2024
Q3 		$673K Sell
2,939
-297
-9% -$63.1K 0.06% 156
2024
Q2 		$653K Buy
3,236
+454
+16% +$85.7K 0.06% 138
2024
Q1 		$543K Buy
2,782
+26
+0.9% +$4.62K 0.06% 147
2023
Q4 		$426K Buy
2,756
+4
+0.1% +$578 0.05% 150
2023
Q3 		$356K Buy
2,752
+37
+1% +$5.04K 0.05% 161
2023
Q2 		$371K Hold
2,715
– – 0.05% 153
2023
Q1 		$344K Buy
+2,715
New +$318K 0.06% 149

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

Sage Mountain Advisors's SAP Position: Q1 2026 in Review

Sage Mountain Advisors sold out of SAP (SAP) in Q1 2026, closing a stake of 1,774 shares — an estimated $431K sold.

Sage Mountain Advisors first reported a position in SAP in Q1 2023 and held it in 12 quarters. The position peaked at $673K in Q3 2024. 843 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Sage Mountain Advisors reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,774 SAP shares in Q1 2026, an estimated $431K.
  • Sage Mountain Advisors first reported a position in SAP in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's SAP position peaked at $673K in Q3 2024.
  • 843 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.