Sendero Wealth Management’s SAP SAP Stock Holding History

Sendero Wealth Management’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 Q2	$1.58M	Buy	10,241 +684	+7%	+$117K	0.16%	93
2026 Q1	$1.64M	Buy	9,557 +4,543	+91%	+$938K	0.18%	76
2025 Q4	$1.22M	Buy	5,014 +1,427	+40%	+$364K	0.14%	91
2025 Q3	$958K	Sell	3,587 -63	-2%	-$17.7K	0.11%	102
2025 Q2	$1.11M	Sell	3,650 -273	-7%	-$78.2K	0.14%	89
2025 Q1	$1.05M	Sell	3,923 -1,566	-29%	-$427K	0.15%	86
2024 Q4	$1.35M	Hold	5,489	–	–	0.2%	75
2024 Q3	$1.26M	Hold	5,489	–	–	0.2%	67
2024 Q2	$1.11M	Buy	5,489 +521	+10%	+$98.4K	0.19%	72
2024 Q1	$969K	Sell	4,968 -1,978	-28%	-$351K	0.17%	81
2023 Q4	$1.07M	Buy	6,946 +1,612	+30%	+$233K	0.2%	76
2023 Q3	$690K	Buy	+5,334	New	+$726K	0.15%	93
2022 Q3	–	Sell	-4,819	Closed	-$437K	–	110
2022 Q2	$437K	Buy	4,819 +1,649	+52%	+$165K	0.42%	58
2022 Q1	$352K	Buy	+3,170	New	+$385K	0.16%	66

Other funds holding SAP

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

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

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

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

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

WPL

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Sendero Wealth Management's SAP Position: Q2 2026 in Review

Sendero Wealth Management increased its SAP (SAP) stake by 7.2% in Q2 2026, buying an estimated $117K and bringing the position to 10,241 shares worth $1.58M. The position accounts for 0.16% of the portfolio, ranked #93.

Sendero Wealth Management first reported a position in SAP in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.64M in Q1 2026. 817 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Sendero Wealth Management held 10,241 shares of SAP worth $1.58M as of Q2 2026.
Sendero Wealth Management bought 684 SAP shares in Q2 2026, an estimated $117K.
SAP made up 0.16% of Sendero Wealth Management's portfolio in Q2 2026, its #93 holding.
Sendero Wealth Management first reported a position in SAP in Q1 2022 and has held it in 14 quarters since.
Sendero Wealth Management's SAP position peaked at $1.64M in Q1 2026.
817 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.