Empirical Wealth Management
SAP icon

Empirical Wealth Management’s SAP SAP Stock Holding History

Empirical 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 		$1.1M Buy
5,287
+1,423
+37% +$276K 0.01% 454
2026
Q2 		$595K Buy
3,864
+331
+9% +$56.5K 0.01% 611
2026
Q1 		$605K Buy
3,533
+88
+3% +$18.2K 0.01% 511
2025
Q4 		$837K Buy
3,445
+1,661
+93% +$423K 0.01% 367
2025
Q3 		$477K Buy
1,784
+530
+42% +$149K 0.01% 482
2025
Q2 		$381K Buy
1,254
+371
+42% +$106K 0.01% 473
2025
Q1 		$237K Sell
883
-18
-2% -$4.9K 0.01% 569
2024
Q4 		$222K Buy
+901
New +$214K 0.01% 556

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
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

Empirical Wealth Management's SAP Position: Q3 2026 in Review

Empirical Wealth Management increased its SAP (SAP) stake by 37% in Q3 2026, buying an estimated $276K and bringing the position to 5,287 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #454.

Empirical Wealth Management first reported a position in SAP in Q4 2024 and has held it in 8 quarters since. 517 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Empirical Wealth Management held 5,287 shares of SAP worth $1.1M as of Q3 2026.
  • Empirical Wealth Management bought 1,423 SAP shares in Q3 2026, an estimated $276K.
  • SAP made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #454 holding.
  • Empirical Wealth Management first reported a position in SAP in Q4 2024 and has held it in 8 quarters since.
  • 517 funds tracked by Wall St. Rank held SAP as of Q3 2026.

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