Sowell Financial Services’s SAP SAP Stock Holding History

Sowell Financial Services’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	$456K	Sell	2,958 -360	-11%	-$61.4K	0.01%	680
2026 Q1	$568K	Buy	3,318 +778	+31%	+$161K	0.02%	598
2025 Q4	$617K	Sell	2,540 -287	-10%	-$73.1K	0.02%	577
2025 Q3	$755K	Buy	2,827 +186	+7%	+$52.3K	0.03%	509
2025 Q2	$803K	Sell	2,641 -108	-4%	-$30.9K	0.03%	472
2025 Q1	$738K	Buy	+2,749	New	+$749K	0.03%	483
2021 Q2	–	Sell	-1,396	Closed	-$198K	–	2298
2021 Q1	$198K	Sell	1,396 -1,026	-42%	-$130K	0.01%	1059
2020 Q4	$316K	Buy	2,422 +9	+0.4%	+$1.16K	0.01%	677
2020 Q3	$376K	Buy	2,413 +703	+41%	+$112K	0.02%	539
2020 Q2	$239K	Buy	1,710 +129	+8%	+$15.9K	0.01%	662
2020 Q1	$175K	Buy	1,581 +310	+24%	+$39.1K	0.01%	689
2019 Q4	$170K	Sell	1,271 -94	-7%	-$12.4K	0.01%	767
2019 Q3	$161K	Buy	+1,365	New	+$169K	0.01%	704
2017 Q1	–	Sell	-22	Closed	-$2K	–	514
2016 Q4	$2K	Buy	+22	New	+$1.89K	﹤0.01%	593

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

Sowell Financial Services's SAP Position: Q2 2026 in Review

Sowell Financial Services reduced its SAP (SAP) stake by 11% in Q2 2026, selling an estimated $61.4K and leaving 2,958 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #680.

Sowell Financial Services first reported a position in SAP in Q4 2016 and has held it in 14 quarters since. The position peaked at $803K in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Sowell Financial Services held 2,958 shares of SAP worth $456K as of Q2 2026.
Sowell Financial Services sold 360 SAP shares in Q2 2026, an estimated $61.4K.
SAP made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #680 holding.
Sowell Financial Services first reported a position in SAP in Q4 2016 and has held it in 14 quarters since.
Sowell Financial Services's SAP position peaked at $803K in Q2 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.