HWA
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HHM Wealth Advisors’s SAP SAP Stock Holding History

HHM Wealth Advisors’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 		$23.4K Hold
152
– – ﹤0.01% 500
2026
Q1 		$26K Hold
152
– – ﹤0.01% 465
2025
Q4 		$36.9K Hold
152
– – ﹤0.01% 406
2025
Q3 		$40.6K Hold
152
– – ﹤0.01% 402
2025
Q2 		$46.2K Hold
152
– – 0.01% 388
2025
Q1 		$40.8K Sell
152
-50
-25% -$13.6K 0.01% 393
2024
Q4 		$49.7K Hold
202
– – 0.01% 354
2024
Q3 		$46.3K Buy
202
+22
+12% +$4.68K 0.01% 354
2024
Q2 		$36.3K Sell
180
-142
-44% -$26.8K 0.01% 378
2024
Q1 		$62.8K Hold
322
– – 0.01% 269
2023
Q4 		$49.8K Buy
322
+180
+127% +$26K 0.01% 291
2023
Q3 		$18.4K Hold
142
– – ﹤0.01% 413
2023
Q2 		$19.4K Sell
142
-30
-17% -$3.97K ﹤0.01% 428
2023
Q1 		$21.8K Hold
172
– – ﹤0.01% 404
2022
Q4 		$17.7K Sell
172
-39
-18% -$3.9K ﹤0.01% 378
2022
Q3 		$17K Sell
211
-34
-14% -$3K ﹤0.01% 370
2022
Q2 		$22K Buy
+245
New +$24.5K 0.01% 415

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
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
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

HHM Wealth Advisors's SAP Position: Q2 2026 in Review

HHM Wealth Advisors held its SAP (SAP) position steady in Q2 2026 at 152 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

HHM Wealth Advisors first reported a position in SAP in Q2 2022 and has held it in 17 quarters since. The position peaked at $62.8K in Q1 2024. 239 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • HHM Wealth Advisors held 152 shares of SAP worth $23.4K as of Q2 2026.
  • HHM Wealth Advisors left its SAP share count unchanged in Q2 2026.
  • SAP made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #500 holding.
  • HHM Wealth Advisors first reported a position in SAP in Q2 2022 and has held it in 17 quarters since.
  • HHM Wealth Advisors's SAP position peaked at $62.8K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.