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Wealth Preservation Advisors’s SAP SAP Stock Holding History

Wealth Preservation 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
-434
Closed -$74.3K – 785
2026
Q1 		$74.3K Sell
434
-11
-2% -$2.27K 0.06% 127
2025
Q4 		$108K Sell
445
-1
-0.2% -$255 0.05% 132
2025
Q3 		$119K Sell
446
-2
-0.4% -$562 0.07% 115
2025
Q2 		$136K Buy
+448
New +$128K 0.08% 108

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

Wealth Preservation Advisors's SAP Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of SAP (SAP) in Q2 2026, closing a stake of 434 shares — an estimated $74.3K sold.

Wealth Preservation Advisors first reported a position in SAP in Q2 2025 and held it in 4 quarters. The position peaked at $136K in Q2 2025. 812 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining SAP position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 434 SAP shares in Q2 2026, an estimated $74.3K.
  • Wealth Preservation Advisors first reported a position in SAP in Q2 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's SAP position peaked at $136K in Q2 2025.
  • 812 funds tracked by Wall St. Rank held SAP as of Q2 2026.

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