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Dynamic Advisor Solutions’s SAP SAP Stock Holding History

Dynamic Advisor Solutions’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 		$430K Sell
2,793
-812
-23% -$138K 0.01% 722
2026
Q1 		$617K Sell
3,605
-417
-10% -$86.1K 0.02% 584
2025
Q4 		$977K Buy
4,022
+375
+10% +$95.6K 0.03% 465
2025
Q3 		$975K Buy
3,647
+988
+37% +$278K 0.03% 473
2025
Q2 		$809K Buy
2,659
+413
+18% +$118K 0.03% 501
2025
Q1 		$603K Buy
+2,246
New +$612K 0.02% 539
2024
Q4 		– Sell
-4,427
Closed -$1.01M – 783
2024
Q3 		$1.01M Sell
4,427
-111
-2% -$23.6K 0.03% 443
2024
Q2 		$915K Buy
4,538
+1,340
+42% +$253K 0.03% 480
2024
Q1 		$624K Buy
3,198
+233
+8% +$41.4K 0.02% 555
2023
Q4 		$444K Sell
2,965
-54
-2% -$7.81K 0.02% 601
2023
Q3 		$390K Buy
+3,019
New +$411K 0.02% 585

Other funds holding SAP

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RP
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
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Dynamic Advisor Solutions's SAP Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its SAP (SAP) stake by 23% in Q2 2026, selling an estimated $138K and leaving 2,793 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #722.

Dynamic Advisor Solutions first reported a position in SAP in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q3 2024. 117 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Dynamic Advisor Solutions held 2,793 shares of SAP worth $430K as of Q2 2026.
  • Dynamic Advisor Solutions sold 812 SAP shares in Q2 2026, an estimated $138K.
  • SAP made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #722 holding.
  • Dynamic Advisor Solutions first reported a position in SAP in Q3 2023 and has held it in 11 quarters since.
  • Dynamic Advisor Solutions's SAP position peaked at $1.01M in Q3 2024.
  • 117 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.