XML Financial’s SAP SAP Stock Holding History

XML Financial’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 Q4	–	Sell	-785	Closed	-$210K	–	456
2025 Q3	$210K	Hold	785	–	–	0.02%	366
2025 Q2	$239K	Hold	785	–	–	0.02%	333
2025 Q1	$211K	Buy	+785	New	+$214K	0.02%	331

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

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

WPL

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

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

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

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

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

XML Financial's SAP Position: Q4 2025 in Review

XML Financial sold out of SAP (SAP) in Q4 2025, closing a stake of 785 shares — an estimated $210K sold.

XML Financial first reported a position in SAP in Q1 2025 and held it in 3 quarters. The position peaked at $239K in Q2 2025. 931 funds tracked by Wall St. Rank hold SAP as of Q4 2025.

XML Financial reported no remaining SAP position as of Q4 2025 after selling out during the quarter.
XML Financial sold 785 SAP shares in Q4 2025, an estimated $210K.
XML Financial first reported a position in SAP in Q1 2025 and held it in 3 quarters.
XML Financial's SAP position peaked at $239K in Q2 2025.
931 funds tracked by Wall St. Rank held SAP as of Q4 2025.

Based on XML Financial's 13F filing for Q4 2025, filed 11 Feb 2026.