Cassaday & Co Wealth Management
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Cassaday & Co Wealth Management’s SAP SAP Stock Holding History

Cassaday & Co 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
Q3 		$11.9K Buy
57
+49
+613% +$9.5K ﹤0.01% 919
2026
Q2 		$1.23K Sell
8
-60
-88% -$10.2K ﹤0.01% 1060
2026
Q1 		$11.6K Buy
+68
New +$14K ﹤0.01% 866

Other funds holding SAP

Fisher Asset Management
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Coerente Capital Management
Coerente Capital Management Toronto, Ontario, Canada $572M AUM 10.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Cassaday & Co Wealth Management's SAP Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its SAP (SAP) stake by 613% in Q3 2026, buying an estimated $9.5K and bringing the position to 57 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Cassaday & Co Wealth Management first reported a position in SAP in Q1 2026 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Cassaday & Co Wealth Management held 57 shares of SAP worth $11.9K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 49 SAP shares in Q3 2026, an estimated $9.5K.
  • SAP made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #919 holding.
  • Cassaday & Co Wealth Management first reported a position in SAP in Q1 2026 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.