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Twin Peaks Wealth Advisors’s SAP SAP Stock Holding History

Twin Peaks Wealth 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 		– Sell
-416
Closed -$71.2K – 1813
2026
Q1 		$71.2K Buy
+416
New +$85.9K 0.02% 348
2025
Q3 		– Sell
-335
Closed -$92.4K – 1722
2025
Q2 		$92.4K Buy
+335
New +$96K 0.03% 243

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

Twin Peaks Wealth Advisors's SAP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of SAP (SAP) in Q2 2026, closing a stake of 416 shares — an estimated $71.2K sold.

Twin Peaks Wealth Advisors first reported a position in SAP in Q2 2025 and held it in 2 quarters. The position peaked at $92.4K in Q2 2025. 817 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining SAP position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 416 SAP shares in Q2 2026, an estimated $71.2K.
  • Twin Peaks Wealth Advisors first reported a position in SAP in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's SAP position peaked at $92.4K in Q2 2025.
  • 817 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.