CPG
SAP icon

Cornerstone Planning Group’s SAP SAP Stock Holding History

Cornerstone Planning Group’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 		$15.5K Sell
104
-147
-59% -$25.1K ﹤0.01% 753
2026
Q1 		$43.3K Sell
251
-25
-9% -$5.16K 0.01% 436
2025
Q4 		$65.2K Buy
276
+252
+1,050% +$64.2K 0.01% 288
2025
Q3 		$720 Sell
24
-160
-87% -$45K ﹤0.01% 1396
2025
Q2 		$52.5K Sell
184
-10
-5% -$2.87K 0.01% 235
2025
Q1 		$52.7K Buy
194
+101
+109% +$27.5K 0.01% 229
2024
Q4 		$25.6K Buy
93
+19
+26% +$4.52K 0.01% 276
2024
Q3 		$17.9K Buy
74
+9
+14% +$1.91K ﹤0.01% 311
2024
Q2 		$12.9K Buy
65
+29
+81% +$5.48K ﹤0.01% 387
2024
Q1 		$6.61K Hold
36
– – ﹤0.01% 479
2023
Q4 		$5.57K Hold
36
– – ﹤0.01% 514
2023
Q3 		$4.66K Sell
36
-36
-50% -$4.9K ﹤0.01% 538
2023
Q2 		$9.85K Buy
+72
New +$9.52K ﹤0.01% 672
2022
Q4 		$6.36K Buy
+55
New +$5.51K ﹤0.01% 784

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

Cornerstone Planning Group's SAP Position: Q2 2026 in Review

Cornerstone Planning Group reduced its SAP (SAP) stake by 59% in Q2 2026, selling an estimated $25.1K and leaving 104 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Cornerstone Planning Group first reported a position in SAP in Q4 2022 and has held it in 14 quarters since. The position peaked at $65.2K in Q4 2025. 459 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Cornerstone Planning Group held 104 shares of SAP worth $15.5K as of Q2 2026.
  • Cornerstone Planning Group sold 147 SAP shares in Q2 2026, an estimated $25.1K.
  • SAP made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #753 holding.
  • Cornerstone Planning Group first reported a position in SAP in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's SAP position peaked at $65.2K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.