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Waldron Private Wealth’s SAP SAP Stock Holding History

Waldron Private Wealth’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
2025
Q1 		– Sell
-1,132
Closed -$279K – 406
2024
Q4 		$279K Hold
1,132
– – 0.01% 348
2024
Q3 		$259K Buy
+1,132
New +$241K 0.01% 352

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Waldron Private Wealth's SAP Position: Q1 2025 in Review

Waldron Private Wealth sold out of SAP (SAP) in Q1 2025, closing a stake of 1,132 shares — an estimated $279K sold.

Waldron Private Wealth first reported a position in SAP in Q3 2024 and held it in 2 quarters. The position peaked at $279K in Q4 2024. 888 funds tracked by Wall St. Rank hold SAP as of Q1 2025.

  • Waldron Private Wealth reported no remaining SAP position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 1,132 SAP shares in Q1 2025, an estimated $279K.
  • Waldron Private Wealth first reported a position in SAP in Q3 2024 and held it in 2 quarters.
  • Waldron Private Wealth's SAP position peaked at $279K in Q4 2024.
  • 888 funds tracked by Wall St. Rank held SAP as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.