AWA
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Aaron Wealth Advisors’s SAP SAP Stock Holding History

Aaron Wealth 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
2026
Q3 		$3.21M Sell
15,410
-213
-1% -$41.3K 0.16% 81
2026
Q2 		$2.41M Buy
15,623
+3,458
+28% +$590K 0.12% 110
2026
Q1 		$2.08M Buy
12,165
+1,839
+18% +$380K 0.12% 107
2025
Q4 		$2.51M Buy
10,326
+1,703
+20% +$434K 0.14% 101
2025
Q3 		$2.3M Sell
8,623
-610
-7% -$172K 0.14% 94
2025
Q2 		$2.81M Buy
9,233
+319
+4% +$91.4K 0.29% 51
2025
Q1 		$2.39M Buy
8,914
+304
+4% +$82.8K 0.27% 58
2024
Q4 		$2.12M Buy
8,610
+521
+6% +$124K 0.25% 60
2024
Q3 		$1.85M Buy
8,089
+1,374
+20% +$292K 0.22% 63
2024
Q2 		$1.35M Buy
6,715
+455
+7% +$85.9K 0.19% 74
2024
Q1 		$1.22M Buy
6,260
+2,200
+54% +$391K 0.18% 75
2023
Q4 		$628K Buy
4,060
+453
+13% +$65.5K 0.1% 119
2023
Q3 		$466K Buy
3,607
+434
+14% +$59.1K 0.06% 154
2023
Q2 		$434K Sell
3,173
-9
-0.3% -$1.19K 0.06% 170
2023
Q1 		$403K Buy
3,182
+451
+17% +$52.9K 0.06% 171
2022
Q4 		$282K Buy
+2,731
New +$273K 0.04% 202
2022
Q2 		– Sell
-611
Closed -$67.8K – 714
2022
Q1 		$67.8K Buy
+611
New +$74.3K 0.02% 365

Other funds holding SAP

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
BAM
Burkett Asset Management Victoria $106M AUM 18.13% 1-Year Est. Return

Aaron Wealth Advisors's SAP Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its SAP (SAP) stake by 1.4% in Q3 2026, selling an estimated $41.3K and leaving 15,410 shares worth $3.21M. The position accounts for 0.16% of the portfolio, ranked #81.

Aaron Wealth Advisors first reported a position in SAP in Q1 2022 and has held it in 17 quarters since. 78 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Aaron Wealth Advisors held 15,410 shares of SAP worth $3.21M as of Q3 2026.
  • Aaron Wealth Advisors sold 213 SAP shares in Q3 2026, an estimated $41.3K.
  • SAP made up 0.16% of Aaron Wealth Advisors's portfolio in Q3 2026, its #81 holding.
  • Aaron Wealth Advisors first reported a position in SAP in Q1 2022 and has held it in 17 quarters since.
  • 78 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.