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J.W. Cole Advisors’s SAP SAP Stock Holding History

J.W. Cole 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 		$477K Buy
+3,096
New +$528K 0.01% 1035
2026
Q1 		– Sell
-1,262
Closed -$271K – 1346
2025
Q4 		$271K Sell
1,262
-16
-1% -$4.08K 0.01% 1148
2025
Q3 		$341K Sell
1,278
-4,753
-79% -$1.34M 0.01% 1151
2025
Q2 		$1.83M Buy
6,031
+5,054
+517% +$1.45M 0.04% 445
2025
Q1 		$262K Buy
+977
New +$266K 0.01% 1033

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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

J.W. Cole Advisors's SAP Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in SAP (SAP) in Q2 2026: 3,096 shares worth $477K. The stake represents 0.01% of the portfolio and ranks #1035 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SAP as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SAP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.83M in Q2 2025. 173 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • J.W. Cole Advisors held 3,096 shares of SAP worth $477K as of Q2 2026.
  • SAP was a new J.W. Cole Advisors position in Q2 2026.
  • SAP made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1035 holding.
  • J.W. Cole Advisors first reported a position in SAP in Q1 2025 and has held it in 5 quarters since.
  • J.W. Cole Advisors's SAP position peaked at $1.83M in Q2 2025.
  • 173 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.