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Wealthstream Advisors’s SAP SAP Stock Holding History

Wealthstream 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
2025
Q3 		$285K Sell
1,065
-93
-8% -$26.2K 0.04% 132
2025
Q2 		$352K Buy
1,158
+334
+41% +$95.7K 0.06% 110
2025
Q1 		$221K Sell
824
-52
-6% -$14.2K 0.04% 137
2024
Q4 		$216K Buy
+876
New +$208K 0.04% 142

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthstream Advisors's SAP Position: Q3 2025 in Review

Wealthstream Advisors reduced its SAP (SAP) stake by 8% in Q3 2025, selling an estimated $26.2K and leaving 1,065 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #132.

Wealthstream Advisors first reported a position in SAP in Q4 2024 and has held it in 4 quarters since. The position peaked at $352K in Q2 2025. 928 funds tracked by Wall St. Rank hold SAP as of Q3 2025.

  • Wealthstream Advisors held 1,065 shares of SAP worth $285K as of Q3 2025.
  • Wealthstream Advisors sold 93 SAP shares in Q3 2025, an estimated $26.2K.
  • SAP made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #132 holding.
  • Wealthstream Advisors first reported a position in SAP in Q4 2024 and has held it in 4 quarters since.
  • Wealthstream Advisors's SAP position peaked at $352K in Q2 2025.
  • 928 funds tracked by Wall St. Rank held SAP as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.