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 Q3	$1.25M	Sell	6,011 -4,230	-41%	-$821K	0.13%	107
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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Coerente Capital Management Toronto, Ontario, Canada $572M AUM 10.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Sendero Wealth Management's SAP Position: Q3 2026 in Review

Sendero Wealth Management reduced its SAP (SAP) stake by 41% in Q3 2026, selling an estimated $821K and leaving 6,011 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #107.

Sendero Wealth Management first reported a position in SAP in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.64M in Q1 2026. 388 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

Sendero Wealth Management held 6,011 shares of SAP worth $1.25M as of Q3 2026.
Sendero Wealth Management sold 4,230 SAP shares in Q3 2026, an estimated $821K.
SAP made up 0.13% of Sendero Wealth Management's portfolio in Q3 2026, its #107 holding.
Sendero Wealth Management first reported a position in SAP in Q1 2022 and has held it in 15 quarters since.
Sendero Wealth Management's SAP position peaked at $1.64M in Q1 2026.
388 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.