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United Capital Financial Advisors’s SAP SAP Stock Holding History

United Capital 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
Q1 		$1.87M Sell
10,950
-310
-3% -$64K 0.01% 570
2025
Q4 		$2.74M Sell
11,260
-67
-0.6% -$17.1K 0.02% 460
2025
Q3 		$3.03M Sell
11,327
-358
-3% -$101K 0.02% 379
2025
Q2 		$3.55M Sell
11,685
-1,494
-11% -$428K 0.03% 331
2025
Q1 		$3.54M Sell
13,179
-997
-7% -$272K 0.03% 323
2024
Q4 		$3.49M Buy
14,176
+657
+5% +$156K 0.03% 319
2024
Q3 		$3.1M Sell
13,519
-237
-2% -$50.4K 0.03% 335
2024
Q2 		$2.77M Sell
13,756
-477
-3% -$90.1K 0.02% 345
2024
Q1 		$2.78M Sell
14,233
-478
-3% -$84.9K 0.02% 372
2023
Q4 		$2.27M Sell
14,711
-802
-5% -$116K 0.02% 393
2023
Q3 		$2.01M Sell
15,513
-1,221
-7% -$166K 0.01% 423
2023
Q2 		$2.29M Sell
16,734
-3,027
-15% -$400K 0.01% 426
2023
Q1 		$2.5M Buy
19,761
+5,680
+40% +$666K 0.01% 416
2022
Q4 		$1.45M Sell
14,081
-849
-6% -$85K 0.01% 542
2022
Q3 		$1.21M Sell
14,930
-2,370
-14% -$209K 0.01% 575
2022
Q2 		$1.57M Sell
17,300
-2,414
-12% -$241K 0.01% 542
2022
Q1 		$2.19M Sell
19,714
-60,875
-76% -$7.4M 0.01% 495
2021
Q4 		$11.3M Buy
80,589
+158
+0.2% +$22.1K 0.05% 271
2021
Q3 		$10.9M Buy
80,431
+2,206
+3% +$320K 0.05% 264
2021
Q2 		$11M Sell
78,225
-81,148
-51% -$11.3M 0.06% 258
2021
Q1 		$19.6M Buy
159,373
+1,342
+0.8% +$170K 0.11% 181
2020
Q4 		$20.6M Sell
158,031
-15,545
-9% -$2.01M 0.12% 174
2020
Q3 		$27M Sell
173,576
-57,688
-25% -$9.16M 0.18% 133
2020
Q2 		$32.4M Sell
231,264
-4,243
-2% -$523K 0.24% 99
2020
Q1 		$26M Sell
235,507
-16,569
-7% -$2.09M 0.22% 102
2019
Q4 		$33.8M Buy
252,076
+13,478
+6% +$1.77M 0.22% 102
2019
Q3 		$28.1M Sell
238,598
-20,489
-8% -$2.54M 0.2% 114
2019
Q2 		$34.9M Buy
259,087
+1,424
+0.6% +$177K 0.23% 103
2019
Q1 		$29.8M Sell
257,663
-1,525
-0.6% -$162K 0.21% 107
2018
Q4 		$25.8M Sell
259,188
-10,083
-4% -$1.07M 0.21% 107
2018
Q3 		$33.1M Buy
269,271
+4,724
+2% +$560K 0.23% 99
2018
Q2 		$30.6M Buy
264,547
+10,076
+4% +$1.14M 0.23% 101
2018
Q1 		$26.8M Buy
254,471
+19,819
+8% +$2.14M 0.2% 116
2017
Q4 		$26.4M Buy
234,652
+17,187
+8% +$1.94M 0.21% 110
2017
Q3 		$23.8M Buy
217,465
+23,781
+12% +$2.53M 0.2% 112
2017
Q2 		$20.3M Buy
193,684
+26,257
+16% +$2.71M 0.18% 122
2017
Q1 		$16.4M Buy
167,427
+32,230
+24% +$2.99M 0.15% 157
2016
Q4 		$11.7M Buy
135,197
+6,691
+5% +$575K 0.11% 212
2016
Q3 		$11.7M Buy
128,506
+6,254
+5% +$538K 0.11% 211
2016
Q2 		$9.17M Buy
122,252
+6,939
+6% +$545K 0.09% 258
2016
Q1 		$9.27M Buy
115,313
+20,134
+21% +$1.57M 0.1% 220
2015
Q4 		$7.53M Buy
95,179
+7,306
+8% +$562K 0.09% 258
2015
Q3 		$5.69M Buy
87,873
+65,056
+285% +$4.49M 0.07% 296
2015
Q2 		$1.6M Buy
22,817
+3,198
+16% +$237K 0.02% 624
2015
Q1 		$1.49M Buy
19,619
+5,205
+36% +$356K 0.02% 633
2014
Q4 		$1M Buy
14,414
+1,979
+16% +$136K 0.02% 650
2014
Q3 		$897K Buy
+12,435
New +$966K 0.02% 633
2014
Q2 		– Sell
-2,549
Closed -$207K – 904
2014
Q1 		$207K Buy
+2,549
New +$202K ﹤0.01% 864

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Capital Financial Advisors's SAP Position: Q1 2026 in Review

United Capital Financial Advisors reduced its SAP (SAP) stake by 2.8% in Q1 2026, selling an estimated $64K and leaving 10,950 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #570.

United Capital Financial Advisors first reported a position in SAP in Q1 2014 and has held it in 48 quarters since. The position peaked at $34.9M in Q2 2019. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • United Capital Financial Advisors held 10,950 shares of SAP worth $1.87M as of Q1 2026.
  • United Capital Financial Advisors sold 310 SAP shares in Q1 2026, an estimated $64K.
  • SAP made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #570 holding.
  • United Capital Financial Advisors first reported a position in SAP in Q1 2014 and has held it in 48 quarters since.
  • United Capital Financial Advisors's SAP position peaked at $34.9M in Q2 2019.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.