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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
2026
Q1 		– Sell
-567
Closed -$138K – 2072
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
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

SageView Advisory Group's SAP Position: Q1 2026 in Review

SageView Advisory Group sold out of SAP (SAP) in Q1 2026, closing a stake of 567 shares — an estimated $138K sold.

SageView Advisory Group first reported a position in SAP in Q4 2023 and held it in 4 quarters. The position peaked at $354K in Q2 2025. 845 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • SageView Advisory Group reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 567 SAP shares in Q1 2026, an estimated $138K.
  • SageView Advisory Group first reported a position in SAP in Q4 2023 and held it in 4 quarters.
  • SageView Advisory Group's SAP position peaked at $354K in Q2 2025.
  • 845 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.