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United Financial Planning Group’s SAP SAP Stock Holding History

United Financial Planning Group’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 		$9.25K Buy
+60
New +$10.2K ﹤0.01% 257
2026
Q1 		– Sell
-66
Closed -$16K – 591
2025
Q4 		$16K Buy
+66
New +$16.8K 0.01% 160

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

United Financial Planning Group's SAP Position: Q2 2026 in Review

United Financial Planning Group opened a new position in SAP (SAP) in Q2 2026: 60 shares worth $9.25K. The stake represents ﹤0.01% of the portfolio and ranks #257 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in SAP as recently as Q4 2025.

United Financial Planning Group first reported a position in SAP in Q4 2025 and has held it in 2 quarters since. The position peaked at $16K in Q4 2025. 812 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • United Financial Planning Group held 60 shares of SAP worth $9.25K as of Q2 2026.
  • SAP was a new United Financial Planning Group position in Q2 2026.
  • SAP made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #257 holding.
  • United Financial Planning Group first reported a position in SAP in Q4 2025 and has held it in 2 quarters since.
  • United Financial Planning Group's SAP position peaked at $16K in Q4 2025.
  • 812 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.