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Valeo Financial Advisors’s SAP SAP Stock Holding History

Valeo 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
Q2 		$489K Buy
3,173
+1,267
+66% +$216K 0.01% 456
2026
Q1 		$326K Sell
1,906
-1,676
-47% -$346K 0.01% 520
2025
Q4 		$870K Sell
3,582
-89
-2% -$22.7K 0.02% 331
2025
Q3 		$981K Buy
3,671
+270
+8% +$75.9K 0.02% 312
2025
Q2 		$1.03M Buy
3,401
+231
+7% +$66.2K 0.03% 290
2025
Q1 		$851K Buy
3,170
+444
+16% +$121K 0.02% 289
2024
Q4 		$671K Buy
2,726
+180
+7% +$42.8K 0.02% 347
2024
Q3 		$583K Buy
2,546
+114
+5% +$24.2K 0.02% 377
2024
Q2 		$491K Sell
2,432
-12
-0.5% -$2.27K 0.02% 388
2024
Q1 		$460K Buy
2,444
+15
+0.6% +$2.67K 0.02% 398
2023
Q4 		$375K Buy
2,429
+1
+0% +$145 0.02% 425
2023
Q3 		$314K Sell
2,428
-102
-4% -$13.9K 0.01% 450
2023
Q2 		$346K Buy
2,530
+137
+6% +$18.1K 0.02% 398
2023
Q1 		$303K Buy
+2,393
New +$281K 0.01% 443
2021
Q2 		– Sell
-206
Closed -$25K – 1563
2021
Q1 		$25K Buy
206
+26
+14% +$3.29K ﹤0.01% 1101
2020
Q4 		$23K Hold
180
– – ﹤0.01% 994
2020
Q3 		$28K Sell
180
-92
-34% -$14.6K ﹤0.01% 839
2020
Q2 		$38K Buy
272
+155
+132% +$19.1K ﹤0.01% 829
2020
Q1 		$14K Buy
117
+13
+13% +$1.64K ﹤0.01% 986
2019
Q4 		$14K Hold
104
– – ﹤0.01% 1013
2019
Q3 		$12K Sell
104
-38
-27% -$4.71K ﹤0.01% 984
2019
Q2 		$19K Buy
142
+52
+58% +$6.47K ﹤0.01% 868
2019
Q1 		$10K Sell
90
-1
-1% -$106 ﹤0.01% 969
2018
Q4 		$9K Sell
91
-102
-53% -$10.9K ﹤0.01% 916
2018
Q3 		$21K Sell
193
-37
-16% -$4.39K ﹤0.01% 764
2018
Q2 		$26K Sell
230
-60
-21% -$6.77K ﹤0.01% 691
2018
Q1 		$30K Buy
290
+192
+196% +$20.7K ﹤0.01% 613
2017
Q4 		$11K Buy
98
+85
+654% +$9.61K ﹤0.01% 816
2017
Q3 		$1K Buy
+13
New +$1.38K ﹤0.01% 1123

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

Valeo Financial Advisors's SAP Position: Q2 2026 in Review

Valeo Financial Advisors increased its SAP (SAP) stake by 66% in Q2 2026, buying an estimated $216K and bringing the position to 3,173 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #456.

Valeo Financial Advisors first reported a position in SAP in Q3 2017 and has held it in 29 quarters since. The position peaked at $1.03M in Q2 2025. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Valeo Financial Advisors held 3,173 shares of SAP worth $489K as of Q2 2026.
  • Valeo Financial Advisors bought 1,267 SAP shares in Q2 2026, an estimated $216K.
  • SAP made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #456 holding.
  • Valeo Financial Advisors first reported a position in SAP in Q3 2017 and has held it in 29 quarters since.
  • Valeo Financial Advisors's SAP position peaked at $1.03M in Q2 2025.
  • 814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.