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Legacy Wealth Asset Management’s SAP SAP Stock Holding History

Legacy Wealth Asset Management’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 		$3.01M Buy
14,453
+21
+0.1% +$4.08K 0.66% 24
2026
Q2 		$2.22M Buy
14,432
+92
+0.6% +$15.7K 0.49% 41
2026
Q1 		$2.46M Buy
14,340
+5,011
+54% +$1.03M 0.6% 27
2025
Q4 		$2.27M Buy
9,329
+759
+9% +$193K 0.56% 30
2025
Q3 		$2.29M Buy
8,570
+32
+0.4% +$9K 0.56% 28
2025
Q2 		$2.6M Sell
8,538
-602
-7% -$173K 0.66% 20
2025
Q1 		$2.45M Sell
9,140
-2,237
-20% -$609K 0.68% 22
2024
Q4 		$2.8M Sell
11,377
-325
-3% -$77.3K 0.76% 15
2024
Q3 		$2.68M Sell
11,702
-2,113
-15% -$449K 0.72% 20
2024
Q2 		$2.79M Buy
13,815
+407
+3% +$76.8K 0.79% 17
2024
Q1 		$2.61M Sell
13,408
-439
-3% -$78K 0.73% 20
2023
Q4 		$2.14M Sell
13,847
-2,838
-17% -$410K 0.7% 26
2023
Q3 		$2.16M Sell
16,685
-306
-2% -$41.6K 0.79% 14
2023
Q2 		$2.32M Sell
16,991
-42
-0.2% -$5.55K 0.81% 15
2023
Q1 		$2.16M Sell
17,033
-1,856
-10% -$218K 0.78% 15
2022
Q4 		$1.95M Buy
18,889
+13,921
+280% +$1.39M 0.74% 23
2022
Q3 		$404K Sell
4,968
-27,297
-85% -$2.41M 0.18% 204
2022
Q2 		$2.93M Buy
32,265
+2,714
+9% +$271K 1.19% 8
2022
Q1 		$3.28M Sell
29,551
-2,077
-7% -$253K 1.17% 8
2021
Q4 		$4.43M Buy
31,628
+21,727
+219% +$3.03M 1.5% 3
2021
Q3 		$1.34M Buy
9,901
+150
+2% +$21.8K 0.61% 21
2021
Q2 		$1.37M Sell
9,751
-448
-4% -$62.4K 0.61% 23
2021
Q1 		$1.25M Buy
10,199
+108
+1% +$13.7K 0.58% 25
2020
Q4 		$1.32M Buy
+10,091
New +$1.3M 0.66% 22

Other funds holding SAP

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Legacy Wealth Asset Management's SAP Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its SAP (SAP) stake by 0.15% in Q3 2026, buying an estimated $4.08K and bringing the position to 14,453 shares worth $3.01M. The position accounts for 0.66% of the portfolio, ranked #24.

Legacy Wealth Asset Management first reported a position in SAP in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.43M in Q4 2021. 80 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Legacy Wealth Asset Management held 14,453 shares of SAP worth $3.01M as of Q3 2026.
  • Legacy Wealth Asset Management bought 21 SAP shares in Q3 2026, an estimated $4.08K.
  • SAP made up 0.66% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #24 holding.
  • Legacy Wealth Asset Management first reported a position in SAP in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's SAP position peaked at $4.43M in Q4 2021.
  • 80 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.