GoalVest Advisory
SAP icon

GoalVest Advisory’s SAP SAP Stock Holding History

GoalVest Advisory’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 		$29.8K Hold
143
– – 0.01% 279
2026
Q2 		$22K Hold
143
– – ﹤0.01% 295
2026
Q1 		$24.5K Hold
143
– – ﹤0.01% 311
2025
Q4 		$34.7K Buy
+143
New +$36.4K 0.01% 280

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
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

GoalVest Advisory's SAP Position: Q3 2026 in Review

GoalVest Advisory held its SAP (SAP) position steady in Q3 2026 at 143 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #279.

GoalVest Advisory first reported a position in SAP in Q4 2025 and has held it in 4 quarters since. The position peaked at $34.7K in Q4 2025. 491 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • GoalVest Advisory held 143 shares of SAP worth $29.8K as of Q3 2026.
  • GoalVest Advisory left its SAP share count unchanged in Q3 2026.
  • SAP made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #279 holding.
  • GoalVest Advisory first reported a position in SAP in Q4 2025 and has held it in 4 quarters since.
  • GoalVest Advisory's SAP position peaked at $34.7K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.