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Simplicity Wealth’s SAP SAP Stock Holding History

Simplicity Wealth’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
2025
Q4 		– Sell
-1,756
Closed -$469K – 768
2025
Q3 		$469K Buy
1,756
+642
+58% +$181K 0.03% 457
2025
Q2 		$339K Sell
1,114
-1,164
-51% -$334K 0.01% 523
2025
Q1 		$612K Sell
2,278
-524
-19% -$143K 0.05% 311
2024
Q4 		$690K Buy
2,802
+97
+4% +$23.1K 0.14% 128
2024
Q3 		$620K Sell
2,705
-19,283
-88% -$4.1M 0.06% 260
2024
Q2 		$4.44M Sell
21,988
-1,091
-5% -$206K 0.1% 201
2024
Q1 		$4.5M Buy
+23,079
New +$4.1M 0.11% 192

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Wealth's SAP Position: Q4 2025 in Review

Simplicity Wealth sold out of SAP (SAP) in Q4 2025, closing a stake of 1,756 shares — an estimated $469K sold.

Simplicity Wealth first reported a position in SAP in Q1 2024 and held it in 7 quarters. The position peaked at $4.5M in Q1 2024. 929 funds tracked by Wall St. Rank hold SAP as of Q4 2025.

  • Simplicity Wealth reported no remaining SAP position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 1,756 SAP shares in Q4 2025, an estimated $469K.
  • Simplicity Wealth first reported a position in SAP in Q1 2024 and held it in 7 quarters.
  • Simplicity Wealth's SAP position peaked at $4.5M in Q1 2024.
  • 929 funds tracked by Wall St. Rank held SAP as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.