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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s SAP SAP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$115K Buy
743
+76
+11% +$13K 0.03% 235
2026
Q1 		$114K Buy
+667
New +$138K 0.03% 222
2025
Q1 		– Sell
-273
Closed -$67.2K – 511
2024
Q4 		$67.2K Sell
273
-44
-14% -$10.5K 0.03% 222
2024
Q3 		$72.6K Sell
317
-64
-17% -$13.6K 0.04% 183
2024
Q2 		$76.9K Hold
381
– – 0.04% 173
2024
Q1 		$74.3K Sell
381
-80
-17% -$14.2K 0.05% 166
2023
Q4 		$71.3K Sell
461
-28
-6% -$4.05K 0.04% 156
2023
Q3 		$63.2K Sell
489
-47
-9% -$6.4K 0.05% 152
2023
Q2 		$73.3K Sell
536
-173
-24% -$22.9K 0.05% 147
2023
Q1 		$89.7K Hold
709
– – 0.07% 130
2022
Q4 		$73.2K Buy
+709
New +$71K 0.06% 137

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SAP Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its SAP (SAP) stake by 11% in Q2 2026, buying an estimated $13K and bringing the position to 743 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #235.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SAP in Q4 2022 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 743 shares of SAP worth $115K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 76 SAP shares in Q2 2026, an estimated $13K.
  • SAP made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #235 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SAP in Q4 2022 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.