Center for Financial Planning’s SAP SAP Stock Holding History

Center for Financial Planning’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	$6.01K	Hold	39	–	–	﹤0.01%	538
2026 Q1	$6.68K	Sell	39 -59	-60%	-$12.2K	﹤0.01%	524
2025 Q4	$23.8K	Hold	98	–	–	﹤0.01%	395
2025 Q3	$26.2K	Hold	98	–	–	﹤0.01%	384
2025 Q2	$29.8K	Hold	98	–	–	﹤0.01%	350
2025 Q1	$26.3K	Hold	98	–	–	﹤0.01%	359
2024 Q4	$24.1K	Buy	+98	New	+$23.3K	﹤0.01%	330
2021 Q4	–	Sell	-1	Closed	–	–	560
2021 Q3	$0	Hold	1	–	–	﹤0.01%	521
2021 Q2	$0	Buy	+1	New	+$139	﹤0.01%	534

Other funds holding SAP

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Center for Financial Planning's SAP Position: Q2 2026 in Review

Center for Financial Planning held its SAP (SAP) position steady in Q2 2026 at 39 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Center for Financial Planning first reported a position in SAP in Q2 2021 and has held it in 9 quarters since. The position peaked at $29.8K in Q2 2025. 217 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Center for Financial Planning held 39 shares of SAP worth $6.01K as of Q2 2026.
Center for Financial Planning left its SAP share count unchanged in Q2 2026.
SAP made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #538 holding.
Center for Financial Planning first reported a position in SAP in Q2 2021 and has held it in 9 quarters since.
Center for Financial Planning's SAP position peaked at $29.8K in Q2 2025.
217 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.