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 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

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

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

BWM

Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Empirical Wealth Management's SAP Position: Q2 2026 in Review

Empirical Wealth Management increased its SAP (SAP) stake by 9.4% in Q2 2026, buying an estimated $56.5K and bringing the position to 3,864 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #611.

Empirical Wealth Management first reported a position in SAP in Q4 2024 and has held it in 7 quarters since. The position peaked at $837K in Q4 2025. 282 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Empirical Wealth Management held 3,864 shares of SAP worth $595K as of Q2 2026.
Empirical Wealth Management bought 331 SAP shares in Q2 2026, an estimated $56.5K.
SAP made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #611 holding.
Empirical Wealth Management first reported a position in SAP in Q4 2024 and has held it in 7 quarters since.
Empirical Wealth Management's SAP position peaked at $837K in Q4 2025.
282 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.