SageView Advisory Group’s SAP SAP Stock Holding History

SageView Advisory Group’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 Q4	$138K	Buy	+567	New	+$144K	﹤0.01%	716
2025 Q3	–	Sell	-1,255	Closed	-$354K	–	661
2025 Q2	$354K	Buy	+1,255	New	+$360K	0.01%	445
2024 Q3	–	Sell	-1,151	Closed	-$232K	–	559
2024 Q2	$232K	Buy	+1,151	New	+$217K	0.01%	504
2024 Q1	–	Sell	-1,287	Closed	-$226K	–	750
2023 Q4	$226K	Buy	+1,287	New	+$186K	0.01%	588

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SageView Advisory Group's SAP Position: Q4 2025 in Review

SageView Advisory Group opened a new position in SAP (SAP) in Q4 2025: 567 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #716 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in SAP as recently as Q2 2025.

SageView Advisory Group first reported a position in SAP in Q4 2023 and has held it in 4 quarters since. The position peaked at $354K in Q2 2025. 929 funds tracked by Wall St. Rank hold SAP as of Q4 2025.

SageView Advisory Group held 567 shares of SAP worth $138K as of Q4 2025.
SAP was a new SageView Advisory Group position in Q4 2025.
SAP made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #716 holding.
SageView Advisory Group first reported a position in SAP in Q4 2023 and has held it in 4 quarters since.
SageView Advisory Group's SAP position peaked at $354K in Q2 2025.
929 funds tracked by Wall St. Rank held SAP as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.