Values First Advisors’s SAP SAP Stock Holding History

Values First 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	–	Sell	-1,566	Closed	-$380K	–	187
2025 Q4	$380K	Buy	+1,566	New	+$399K	0.2%	119
2025 Q3	–	Sell	-973	Closed	-$296K	–	182
2025 Q2	$296K	Buy	+973	New	+$279K	0.16%	148

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Values First Advisors's SAP Position: Q1 2026 in Review

Values First Advisors sold out of SAP (SAP) in Q1 2026, closing a stake of 1,566 shares — an estimated $380K sold.

Values First Advisors first reported a position in SAP in Q2 2025 and held it in 2 quarters. The position peaked at $380K in Q4 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Values First Advisors reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
Values First Advisors sold 1,566 SAP shares in Q1 2026, an estimated $380K.
Values First Advisors first reported a position in SAP in Q2 2025 and held it in 2 quarters.
Values First Advisors's SAP position peaked at $380K in Q4 2025.
840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.