West Family Investments’s SAP SAP Stock Holding History

West Family Investments’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	$656K	Buy	4,255 +2,194	+106%	+$374K	0.19%	122
2026 Q1	$353K	Sell	2,061 -5,065	-71%	-$1.05M	0.12%	153
2025 Q4	$1.73M	Buy	7,126 +610	+9%	+$155K	0.41%	42
2025 Q3	$1.74M	Sell	6,516 -377	-5%	-$106K	0.39%	45
2025 Q2	$2.1M	Buy	6,893 +4,859	+239%	+$1.39M	0.55%	27
2025 Q1	$546K	Sell	2,034 -4,110	-67%	-$1.12M	0.21%	98
2024 Q4	$1.51M	Sell	6,144 -67	-1%	-$15.9K	0.53%	33
2024 Q3	$1.42M	Buy	6,211 +315	+5%	+$67K	0.48%	41
2024 Q2	$1.19M	Hold	5,896	–	–	0.36%	58
2024 Q1	$1.15M	Buy	5,896 +255	+5%	+$45.3K	0.36%	57
2023 Q4	$872K	Hold	5,641	–	–	0.3%	66
2023 Q3	$729K	Hold	5,641	–	–	0.25%	79
2023 Q2	$772K	Sell	5,641 -65	-1%	-$8.6K	0.3%	75
2023 Q1	$722K	Hold	5,706	–	–	0.29%	72
2022 Q4	$589K	Buy	5,706 +212	+4%	+$21.2K	0.2%	90
2022 Q3	$446K	Sell	5,494 -445	-7%	-$39.3K	0.19%	109
2022 Q2	$539K	Buy	5,939 +2,510	+73%	+$251K	0.21%	89
2022 Q1	$380K	Sell	3,429 -58	-2%	-$7.05K	0.11%	151
2021 Q4	$489K	Sell	3,487 -728	-17%	-$102K	0.13%	129
2021 Q3	$569K	Buy	4,215 +407	+11%	+$59.1K	0.15%	127
2021 Q2	$535K	Buy	+3,808	New	+$530K	0.14%	126

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

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

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

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

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

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

West Family Investments's SAP Position: Q2 2026 in Review

West Family Investments increased its SAP (SAP) stake by 106% in Q2 2026, buying an estimated $374K and bringing the position to 4,255 shares worth $656K. The position accounts for 0.19% of the portfolio, ranked #122.

West Family Investments first reported a position in SAP in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.1M in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

West Family Investments held 4,255 shares of SAP worth $656K as of Q2 2026.
West Family Investments bought 2,194 SAP shares in Q2 2026, an estimated $374K.
SAP made up 0.19% of West Family Investments's portfolio in Q2 2026, its #122 holding.
West Family Investments first reported a position in SAP in Q2 2021 and has held it in 21 quarters since.
West Family Investments's SAP position peaked at $2.1M in Q2 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.