True Wealth Design’s SAP SAP Stock Holding History

True Wealth Design’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	$29.3K	Buy	190 +149	+363%	+$25.4K	0.01%	684
2026 Q1	$7.02K	Sell	41 -57	-58%	-$11.8K	﹤0.01%	1093
2025 Q4	$23.8K	Sell	98 -33	-25%	-$8.41K	0.01%	546
2025 Q3	$35K	Buy	131 +106	+424%	+$29.8K	0.01%	426
2025 Q2	$7.6K	Buy	25 +2	+9%	+$573	﹤0.01%	670
2025 Q1	$6.17K	Buy	23 +2	+10%	+$545	﹤0.01%	615
2024 Q4	$5.17K	Buy	21 +2	+11%	+$476	﹤0.01%	526
2024 Q3	$4.35K	Sell	19 -1	-5%	-$213	﹤0.01%	586
2024 Q2	$4.04K	Buy	20 +3	+18%	+$566	﹤0.01%	295
2024 Q1	$3.32K	Buy	17 +7	+70%	+$1.24K	﹤0.01%	302
2023 Q4	$1.55K	Hold	10	–	–	﹤0.01%	321
2023 Q3	$1.29K	Hold	10	–	–	﹤0.01%	297
2023 Q2	$1.37K	Hold	10	–	–	﹤0.01%	296
2023 Q1	$1.27K	Sell	10 -1	-9%	-$117	﹤0.01%	378
2022 Q4	$1.14K	Buy	+11	New	+$1.1K	﹤0.01%	328

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

True Wealth Design's SAP Position: Q2 2026 in Review

True Wealth Design increased its SAP (SAP) stake by 363% in Q2 2026, buying an estimated $25.4K and bringing the position to 190 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #684.

True Wealth Design first reported a position in SAP in Q4 2022 and has held it in 15 quarters since. The position peaked at $35K in Q3 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

True Wealth Design held 190 shares of SAP worth $29.3K as of Q2 2026.
True Wealth Design bought 149 SAP shares in Q2 2026, an estimated $25.4K.
SAP made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #684 holding.
True Wealth Design first reported a position in SAP in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's SAP position peaked at $35K in Q3 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.