Modera Wealth Management’s SAP SAP Stock Holding History

Modera Wealth 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 Q2	$522K	Sell	3,385 -358	-10%	-$61.1K	0.01%	451
2026 Q1	$641K	Sell	3,743 -169	-4%	-$34.9K	0.01%	399
2025 Q4	$950K	Buy	3,912 +48	+1%	+$12.2K	0.01%	343
2025 Q3	$1.03M	Sell	3,864 -153	-4%	-$43K	0.01%	333
2025 Q2	$1.22M	Buy	4,017 +164	+4%	+$47K	0.02%	307
2025 Q1	$1.03M	Sell	3,853 -11	-0.3%	-$3K	0.01%	317
2024 Q4	$951K	Buy	3,864 +113	+3%	+$26.9K	0.01%	335
2024 Q3	$859K	Buy	3,751 +15	+0.4%	+$3.19K	0.01%	333
2024 Q2	$754K	Buy	3,736 +50	+1%	+$9.44K	0.01%	333
2024 Q1	$719K	Buy	3,686 +106	+3%	+$18.8K	0.01%	346
2023 Q4	$553K	Sell	3,580 -19	-0.5%	-$2.75K	0.01%	361
2023 Q3	$465K	Hold	3,599	–	–	0.01%	372
2023 Q2	$492K	Buy	+3,599	New	+$476K	0.01%	381

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

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

Modera Wealth Management's SAP Position: Q2 2026 in Review

Modera Wealth Management reduced its SAP (SAP) stake by 9.6% in Q2 2026, selling an estimated $61.1K and leaving 3,385 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #451.

Modera Wealth Management first reported a position in SAP in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.22M in Q2 2025. 458 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Modera Wealth Management held 3,385 shares of SAP worth $522K as of Q2 2026.
Modera Wealth Management sold 358 SAP shares in Q2 2026, an estimated $61.1K.
SAP made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #451 holding.
Modera Wealth Management first reported a position in SAP in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's SAP position peaked at $1.22M in Q2 2025.
458 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.