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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
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

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

GoalVest Advisory's SAP Position: Q2 2026 in Review

GoalVest Advisory held its SAP (SAP) position steady in Q2 2026 at 143 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

GoalVest Advisory first reported a position in SAP in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.7K in Q4 2025. 117 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • GoalVest Advisory held 143 shares of SAP worth $22K as of Q2 2026.
  • GoalVest Advisory left its SAP share count unchanged in Q2 2026.
  • SAP made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #295 holding.
  • GoalVest Advisory first reported a position in SAP in Q4 2025 and has held it in 3 quarters since.
  • GoalVest Advisory's SAP position peaked at $34.7K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.