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Mitchell & Pahl Private Wealth’s SAP SAP Stock Holding History

Mitchell & Pahl Private Wealth’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 		$1.16M Buy
5,581
+310
+6% +$60.2K 0.42% 80
2026
Q2 		$812K Buy
5,271
+215
+4% +$36.7K 0.3% 108
2026
Q1 		$866K Buy
5,056
+211
+4% +$43.5K 0.35% 97
2025
Q4 		$1.18M Sell
4,845
-75
-2% -$19.1K 0.49% 74
2025
Q3 		$1.31M Sell
4,920
-6
-0.1% -$1.69K 0.55% 70
2025
Q2 		$1.5M Buy
4,926
+51
+1% +$14.6K 0.66% 59
2025
Q1 		$1.31M Sell
4,875
-264
-5% -$71.9K 0.61% 61
2024
Q4 		$1.27M Buy
5,139
+168
+3% +$40K 0.59% 61
2024
Q3 		$1.14M Hold
4,971
– – 0.53% 67
2024
Q2 		$1M Sell
4,971
-59
-1% -$11.1K 0.53% 75
2024
Q1 		$981K Buy
5,030
+202
+4% +$35.9K 0.52% 72
2023
Q4 		$746K Buy
4,828
+8
+0.2% +$1.16K 0.42% 91
2023
Q3 		$623K Buy
4,820
+577
+14% +$78.5K 0.37% 99
2023
Q2 		$580K Buy
4,243
+352
+9% +$46.5K 0.35% 99
2023
Q1 		$492K Buy
3,891
+89
+2% +$10.4K 0.31% 111
2022
Q4 		$392K Buy
3,802
+181
+5% +$18.1K 0.26% 122
2022
Q3 		$294K Buy
3,621
+613
+20% +$54.1K 0.22% 132
2022
Q2 		$273K Buy
3,008
+665
+28% +$66.4K 0.19% 140
2022
Q1 		$260K Buy
2,343
+639
+38% +$77.7K 0.17% 147
2021
Q4 		$239K Buy
1,704
+165
+11% +$23K 0.15% 150
2021
Q3 		$208K Buy
1,539
+73
+5% +$10.6K 0.15% 152
2021
Q2 		$206K Buy
+1,466
New +$204K 0.15% 149

Other funds holding SAP

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Boston Common Asset Management
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
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Mitchell & Pahl Private Wealth's SAP Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its SAP (SAP) stake by 5.9% in Q3 2026, buying an estimated $60.2K and bringing the position to 5,581 shares worth $1.16M. The position accounts for 0.42% of the portfolio, ranked #80.

Mitchell & Pahl Private Wealth first reported a position in SAP in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.5M in Q2 2025. 159 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 5,581 shares of SAP worth $1.16M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 310 SAP shares in Q3 2026, an estimated $60.2K.
  • SAP made up 0.42% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #80 holding.
  • Mitchell & Pahl Private Wealth first reported a position in SAP in Q2 2021 and has held it in 22 quarters since.
  • Mitchell & Pahl Private Wealth's SAP position peaked at $1.5M in Q2 2025.
  • 159 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.