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Wealthspire Advisors (New York)’s SAP SAP Stock Holding History

Wealthspire Advisors (New York)’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
-3,079
Closed -$748K – 1072
2025
Q4 		$748K Buy
3,079
+1,612
+110% +$411K 0.01% 499
2025
Q3 		$392K Sell
1,467
-96
-6% -$27K ﹤0.01% 595
2025
Q2 		$475K Buy
1,563
+165
+12% +$47.3K ﹤0.01% 553
2025
Q1 		$375K Sell
1,398
-51
-4% -$13.9K ﹤0.01% 585
2024
Q4 		$357K Buy
1,449
+163
+13% +$38.8K ﹤0.01% 606
2024
Q3 		$295K Buy
1,286
+24
+2% +$5.1K ﹤0.01% 625
2024
Q2 		$254K Buy
1,262
+46
+4% +$8.69K ﹤0.01% 573
2024
Q1 		$237K Buy
+1,216
New +$216K ﹤0.01% 560
2021
Q4 		– Sell
-1,864
Closed -$252K – 609
2021
Q3 		$252K Buy
+1,864
New +$271K 0.01% 492
2021
Q2 		– Sell
-3,298
Closed -$405K – 603
2021
Q1 		$405K Sell
3,298
-153
-4% -$19.4K 0.01% 453
2020
Q4 		$450K Sell
3,451
-858
-20% -$111K 0.01% 327
2020
Q3 		$671K Buy
4,309
+588
+16% +$93.4K 0.04% 156
2020
Q2 		$521K Sell
3,721
-3,492
-48% -$430K 0.04% 151
2020
Q1 		$797K Buy
7,213
+5,062
+235% +$638K 0.03% 226
2019
Q4 		$288K Buy
+2,151
New +$283K 0.02% 155
2019
Q1 		– Sell
-537
Closed -$53K – 654
2018
Q4 		$53K Buy
+537
New +$57.1K 0.01% 179

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 $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

Wealthspire Advisors (New York)'s SAP Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of SAP (SAP) in Q1 2026, closing a stake of 3,079 shares — an estimated $748K sold.

Wealthspire Advisors (New York) first reported a position in SAP in Q4 2018 and held it in 16 quarters. The position peaked at $797K in Q1 2020. 841 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,079 SAP shares in Q1 2026, an estimated $748K.
  • Wealthspire Advisors (New York) first reported a position in SAP in Q4 2018 and held it in 16 quarters.
  • Wealthspire Advisors (New York)'s SAP position peaked at $797K in Q1 2020.
  • 841 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.