Waverly Advisors’s SAP SAP Stock Holding History

Waverly 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	–	Sell	-1,203	Closed	-$206K	–	1824
2026 Q1	$206K	Sell	1,203 -668	-36%	-$138K	﹤0.01%	1478
2025 Q4	$454K	Buy	+1,871	New	+$477K	﹤0.01%	1049
2025 Q2	–	Sell	-1,218	Closed	-$327K	–	1214
2025 Q1	$327K	Buy	1,218 +186	+18%	+$50.7K	﹤0.01%	899
2024 Q4	$254K	Buy	+1,032	New	+$246K	﹤0.01%	873
2018 Q1	–	Sell	-340	Closed	-$38K	–	330
2017 Q4	$38K	Buy	+340	New	+$38.5K	0.01%	271
2015 Q4	–	Sell	-63	Closed	-$4K	–	345
2015 Q3	$4K	Hold	63	–	–	﹤0.01%	388
2015 Q2	$4K	Buy	+63	New	+$4.67K	﹤0.01%	320
2014 Q4	–	Sell	-102	Closed	-$7K	–	627
2014 Q3	$7K	Hold	102	–	–	﹤0.01%	564
2014 Q2	$8K	Buy	102 +11	+12%	+$855	﹤0.01%	497
2014 Q1	$7K	Sell	91 -1,113	-92%	-$88.2K	﹤0.01%	493
2013 Q4	$105K	Buy	1,204 +91	+8%	+$7.24K	0.04%	222
2013 Q3	$82K	Buy	+1,113	New	+$82.3K	0.04%	177

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Waverly Advisors's SAP Position: Q2 2026 in Review

Waverly Advisors sold out of SAP (SAP) in Q2 2026, closing a stake of 1,203 shares — an estimated $206K sold.

Waverly Advisors first reported a position in SAP in Q3 2013 and held it in 12 quarters. The position peaked at $454K in Q4 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Waverly Advisors reported no remaining SAP position as of Q2 2026 after selling out during the quarter.
Waverly Advisors sold 1,203 SAP shares in Q2 2026, an estimated $206K.
Waverly Advisors first reported a position in SAP in Q3 2013 and held it in 12 quarters.
Waverly Advisors's SAP position peaked at $454K in Q4 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.