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 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 $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

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

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

WPL

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

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

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

Sendero Wealth Management's SAP Position: Q1 2026 in Review

Sendero Wealth Management increased its SAP (SAP) stake by 91% in Q1 2026, buying an estimated $938K and bringing the position to 9,557 shares worth $1.64M. The position accounts for 0.18% of the portfolio, ranked #76.

Sendero Wealth Management first reported a position in SAP in Q1 2022 and has held it in 13 quarters since. 841 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Sendero Wealth Management held 9,557 shares of SAP worth $1.64M as of Q1 2026.
Sendero Wealth Management bought 4,543 SAP shares in Q1 2026, an estimated $938K.
SAP made up 0.18% of Sendero Wealth Management's portfolio in Q1 2026, its #76 holding.
Sendero Wealth Management first reported a position in SAP in Q1 2022 and has held it in 13 quarters since.
841 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.