Avantax Advisory Services’s SAP SAP Stock Holding History

Avantax Advisory Services’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 Q2	$6.87M	Buy	22,604 +693	+3%	+$199K	0.04%	353
2025 Q1	$5.88M	Buy	21,911 +76	+0.3%	+$20.7K	0.04%	372
2024 Q4	$5.38M	Buy	21,835 +3,569	+20%	+$849K	0.03%	375
2024 Q3	$4.18M	Buy	18,266 +79	+0.4%	+$16.8K	0.03%	437
2024 Q2	$3.67M	Buy	18,187 +16,802	+1,213%	+$3.17M	0.03%	465
2024 Q1	$270K	Buy	+1,385	New	+$246K	﹤0.01%	1363
2022 Q1	–	Sell	-1,543	Closed	-$216K	–	1351
2021 Q4	$216K	Sell	1,543 -38	-2%	-$5.31K	﹤0.01%	1144
2021 Q3	$215K	Buy	1,581 +71	+5%	+$10.3K	﹤0.01%	1078
2021 Q2	$211K	Buy	+1,510	New	+$210K	﹤0.01%	1059
2020 Q4	–	Sell	-1,759	Closed	-$274K	–	1285
2020 Q3	$274K	Buy	+1,759	New	+$279K	﹤0.01%	1067
2020 Q1	–	Sell	-1,638	Closed	-$219K	–	875
2019 Q4	$219K	Buy	+1,638	New	+$215K	0.01%	752

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Avantax Advisory Services's SAP Position: Q2 2025 in Review

Avantax Advisory Services increased its SAP (SAP) stake by 3.2% in Q2 2025, buying an estimated $199K and bringing the position to 22,604 shares worth $6.87M. The position accounts for 0.04% of the portfolio, ranked #353.

Avantax Advisory Services first reported a position in SAP in Q4 2019 and has held it in 11 quarters since. 969 funds tracked by Wall St. Rank hold SAP as of Q2 2025.

Avantax Advisory Services held 22,604 shares of SAP worth $6.87M as of Q2 2025.
Avantax Advisory Services bought 693 SAP shares in Q2 2025, an estimated $199K.
SAP made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #353 holding.
Avantax Advisory Services first reported a position in SAP in Q4 2019 and has held it in 11 quarters since.
969 funds tracked by Wall St. Rank held SAP as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.