Werba Rubin Papier Wealth Management’s SAP SAP Stock Holding History

Werba Rubin Papier Wealth Management’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	-999	Closed	-$243K	–	293
2025 Q4	$243K	Buy	999 +4	+0.4%	+$1.02K	0.07%	193
2025 Q3	$266K	Sell	995 -6	-0.6%	-$1.69K	0.04%	186
2025 Q2	$304K	Buy	1,001 +29	+3%	+$8.31K	0.06%	153
2025 Q1	$261K	Sell	972 -364	-27%	-$99.2K	0.06%	150
2024 Q4	$329K	Sell	1,336 -117	-8%	-$27.8K	0.08%	127
2024 Q3	$333K	Buy	1,453 +220	+18%	+$46.8K	0.08%	124
2024 Q2	$249K	Buy	+1,233	New	+$233K	0.07%	134

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Werba Rubin Papier Wealth Management's SAP Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management sold out of SAP (SAP) in Q1 2026, closing a stake of 999 shares — an estimated $243K sold.

Werba Rubin Papier Wealth Management first reported a position in SAP in Q2 2024 and held it in 7 quarters. The position peaked at $333K in Q3 2024. 843 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Werba Rubin Papier Wealth Management reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 999 SAP shares in Q1 2026, an estimated $243K.
Werba Rubin Papier Wealth Management first reported a position in SAP in Q2 2024 and held it in 7 quarters.
Werba Rubin Papier Wealth Management's SAP position peaked at $333K in Q3 2024.
843 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.