WA
SAP icon

Wealth Alliance’s SAP SAP Stock Holding History

Wealth Alliance’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 		$412K Sell
2,407
-1,340
-36% -$277K 0.04% 343
2025
Q4 		$910K Sell
3,747
-210
-5% -$53.5K 0.09% 196
2025
Q3 		$1.06M Buy
3,957
+19
+0.5% +$5.34K 0.11% 167
2025
Q2 		$1.2M Sell
3,938
-561
-12% -$161K 0.13% 148
2025
Q1 		$1.21M Sell
4,499
-233
-5% -$63.5K 0.15% 140
2024
Q4 		$1.17M Sell
4,732
-263
-5% -$62.6K 0.14% 146
2024
Q3 		$1.14M Sell
4,995
-235
-4% -$50K 0.14% 144
2024
Q2 		$1.05M Sell
5,230
-1,127
-18% -$213K 0.14% 147
2024
Q1 		$1.24M Sell
6,357
-715
-10% -$127K 0.16% 129
2023
Q4 		$1.09M Sell
7,072
-78
-1% -$11.3K 0.15% 130
2023
Q3 		$925K Sell
7,150
-132
-2% -$18K 0.15% 143
2023
Q2 		$996K Buy
7,282
+300
+4% +$39.7K 0.15% 138
2023
Q1 		$884K Buy
6,982
+1,997
+40% +$234K 0.14% 156
2022
Q4 		$514K Buy
4,985
+1,926
+63% +$193K 0.09% 233
2022
Q3 		$249K Buy
3,059
+292
+11% +$25.8K 0.05% 373
2022
Q2 		$251K Sell
2,767
-716
-21% -$71.5K 0.05% 373
2022
Q1 		$386K Sell
3,483
-249
-7% -$30.3K 0.08% 278
2021
Q4 		$523K Buy
3,732
+43
+1% +$6K 0.11% 214
2021
Q3 		$499K Buy
3,689
+276
+8% +$40.1K 0.11% 200
2021
Q2 		$479K Buy
3,413
+378
+12% +$52.6K 0.11% 203
2021
Q1 		$373K Sell
3,035
-222
-7% -$28.1K 0.1% 237
2020
Q4 		$425K Sell
3,257
-3,264
-50% -$421K 0.13% 198
2020
Q3 		$1.02M Sell
6,521
-1,117
-15% -$177K 0.37% 68
2020
Q2 		$1.07M Buy
7,638
+907
+13% +$112K 0.42% 59
2020
Q1 		$744K Buy
+6,731
New +$849K 0.4% 69

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Alliance's SAP Position: Q1 2026 in Review

Wealth Alliance reduced its SAP (SAP) stake by 36% in Q1 2026, selling an estimated $277K and leaving 2,407 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #343.

Wealth Alliance first reported a position in SAP in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.24M in Q1 2024. 841 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Wealth Alliance held 2,407 shares of SAP worth $412K as of Q1 2026.
  • Wealth Alliance sold 1,340 SAP shares in Q1 2026, an estimated $277K.
  • SAP made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #343 holding.
  • Wealth Alliance first reported a position in SAP in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's SAP position peaked at $1.24M in Q1 2024.
  • 841 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.