Concurrent Investment Advisors’s SAP SAP Stock Holding History

Concurrent Investment 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 Q2	$1.55M	Buy	10,084 +2,091	+26%	+$357K	0.01%	804
2026 Q1	$1.37M	Buy	7,993 +766	+11%	+$158K	0.01%	748
2025 Q4	$1.76M	Buy	7,227 +3,062	+74%	+$780K	0.02%	617
2025 Q3	$1.11M	Buy	4,165 +320	+8%	+$90K	0.02%	622
2025 Q2	$1.17M	Buy	3,845 +604	+19%	+$173K	0.02%	558
2025 Q1	$870K	Buy	3,241 +1,799	+125%	+$490K	0.02%	586
2024 Q4	$355K	Buy	1,442 +302	+26%	+$71.9K	0.01%	767
2024 Q3	$261K	Sell	1,140 -31	-3%	-$6.59K	0.01%	834
2024 Q2	$236K	Buy	1,171 +67	+6%	+$12.7K	0.01%	812
2024 Q1	$215K	Buy	+1,104	New	+$196K	0.01%	783

Other funds holding SAP

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

CAM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Concurrent Investment Advisors's SAP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its SAP (SAP) stake by 26% in Q2 2026, buying an estimated $357K and bringing the position to 10,084 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #804.

Concurrent Investment Advisors first reported a position in SAP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.76M in Q4 2025. 311 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Concurrent Investment Advisors held 10,084 shares of SAP worth $1.55M as of Q2 2026.
Concurrent Investment Advisors bought 2,091 SAP shares in Q2 2026, an estimated $357K.
SAP made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #804 holding.
Concurrent Investment Advisors first reported a position in SAP in Q1 2024 and has held it in 10 quarters since.
Concurrent Investment Advisors's SAP position peaked at $1.76M in Q4 2025.
311 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.