SFA
SAP icon

Sequoia Financial Advisors’s SAP SAP Stock Holding History

Sequoia Financial Advisors’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 		$2.3M Sell
14,899
-3,192
-18% -$544K 0.01% 583
2026
Q1 		$3.1M Buy
18,091
+6,763
+60% +$1.4M 0.02% 451
2025
Q4 		$2.75M Sell
11,328
-2,745
-20% -$699K 0.02% 477
2025
Q3 		$3.76M Buy
14,073
+197
+1% +$55.4K 0.02% 361
2025
Q2 		$4.22M Buy
13,876
+1,835
+15% +$526K 0.03% 312
2025
Q1 		$3.23M Buy
12,041
+751
+7% +$205K 0.02% 340
2024
Q4 		$2.78M Buy
11,290
+258
+2% +$61.4K 0.03% 342
2024
Q3 		$2.53M Buy
11,032
+560
+5% +$119K 0.03% 324
2024
Q2 		$2.11M Buy
10,472
+173
+2% +$32.7K 0.03% 314
2024
Q1 		$2.01M Sell
10,299
-10,558
-51% -$1.88M 0.03% 323
2023
Q4 		$3.22M Buy
20,857
+11,796
+130% +$1.71M 0.04% 266
2023
Q3 		$1.17M Buy
9,061
+2,497
+38% +$340K 0.02% 305
2023
Q2 		$898K Buy
6,564
+318
+5% +$42.1K 0.02% 366
2023
Q1 		$790K Buy
6,246
+1,200
+24% +$141K 0.02% 360
2022
Q4 		$521K Buy
5,046
+1,694
+51% +$170K 0.01% 424
2022
Q3 		$272K Sell
3,352
-1,471
-30% -$130K 0.01% 416
2022
Q2 		$438K Buy
4,823
+1,004
+26% +$100K 0.01% 351
2022
Q1 		$423K Buy
3,819
+542
+17% +$65.9K 0.01% 398
2021
Q4 		$459K Buy
3,277
+1,400
+75% +$195K 0.01% 341
2021
Q3 		$253K Sell
1,877
-484
-20% -$70.3K 0.03% 225
2021
Q2 		$332K Buy
2,361
+189
+9% +$26.3K 0.01% 356
2021
Q1 		$267K Sell
2,172
-518
-19% -$65.7K 0.01% 365
2020
Q4 		$351K Buy
2,690
+22
+0.8% +$2.84K 0.02% 295
2020
Q3 		$416K Sell
2,668
-294
-10% -$46.7K 0.02% 251
2020
Q2 		$415K Buy
2,962
+114
+4% +$14.1K 0.02% 241
2020
Q1 		$315K Sell
2,848
-671
-19% -$84.6K 0.02% 263
2019
Q4 		$472K Buy
3,519
+87
+3% +$11.4K 0.03% 230
2019
Q3 		$405K Buy
3,432
+67
+2% +$8.3K 0.03% 221
2019
Q2 		$460K Buy
3,365
+117
+4% +$14.6K 0.03% 209
2019
Q1 		$375K Buy
3,248
+317
+11% +$33.7K 0.03% 238
2018
Q4 		$292K Hold
2,931
– – 0.03% 210
2018
Q3 		$361K Sell
2,931
-316
-10% -$37.5K 0.04% 199
2018
Q2 		$376K Sell
3,247
-20
-0.6% -$2.26K 0.04% 188
2018
Q1 		$344K Sell
3,267
-529
-14% -$57.1K 0.04% 208
2017
Q4 		$427K Sell
3,796
-52
-1% -$5.88K 0.05% 183
2017
Q3 		$422K Buy
3,848
+80
+2% +$8.5K 0.05% 172
2017
Q2 		$394K Sell
3,768
-459
-11% -$47.3K 0.05% 171
2017
Q1 		$415K Buy
4,227
+457
+12% +$42.5K 0.05% 158
2016
Q4 		$326K Sell
3,770
-70
-2% -$6.01K 0.05% 185
2016
Q3 		$351K Buy
3,840
+87
+2% +$7.48K 0.07% 151
2016
Q2 		$282K Sell
3,753
-13
-0.3% -$1.02K 0.08% 180
2016
Q1 		$303K Sell
3,766
-174
-4% -$13.5K 0.1% 137
2015
Q4 		$312K Sell
3,940
-225
-5% -$17.3K 0.13% 123
2015
Q3 		$270K Sell
4,165
-309
-7% -$21.3K 0.12% 130
2015
Q2 		$314K Buy
4,474
+4
+0.1% +$297 0.13% 132
2015
Q1 		$323K Sell
4,470
-667
-13% -$45.6K 0.15% 121
2014
Q4 		$358K Buy
5,137
+447
+10% +$30.7K 0.24% 90
2014
Q3 		$338K Buy
4,690
+474
+11% +$36.8K 0.23% 104
2014
Q2 		$325K Sell
4,216
-422
-9% -$32.8K 0.25% 94
2014
Q1 		$377K Buy
4,638
+1,988
+75% +$158K 0.31% 84
2013
Q4 		$231K Buy
+2,650
New +$211K 0.19% 123

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Sequoia Financial Advisors's SAP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its SAP (SAP) stake by 18% in Q2 2026, selling an estimated $544K and leaving 14,899 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #583.

Sequoia Financial Advisors first reported a position in SAP in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.22M in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Sequoia Financial Advisors held 14,899 shares of SAP worth $2.3M as of Q2 2026.
  • Sequoia Financial Advisors sold 3,192 SAP shares in Q2 2026, an estimated $544K.
  • SAP made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #583 holding.
  • Sequoia Financial Advisors first reported a position in SAP in Q4 2013 and has held it in 51 quarters since.
  • Sequoia Financial Advisors's SAP position peaked at $4.22M in Q2 2025.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.