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Mowery & Schoenfeld Wealth Management’s SAP SAP Stock Holding History

Mowery & Schoenfeld 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 		$22K Hold
143
– – 0.03% 192
2026
Q1 		$24.5K Hold
143
– – 0.04% 163
2025
Q4 		$34.7K Hold
143
– – 0.05% 163
2025
Q3 		$38.2K Hold
143
– – 0.07% 135
2025
Q2 		$43.5K Hold
143
– – 0.07% 122
2025
Q1 		$38.4K Hold
143
– – 0.08% 153
2024
Q4 		$35.2K Hold
143
– – 0.07% 135
2024
Q3 		$32.8K Hold
143
– – 0.05% 125
2024
Q2 		$28.8K Buy
+143
New +$27K 0.04% 127

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
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

Mowery & Schoenfeld Wealth Management's SAP Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its SAP (SAP) position steady in Q2 2026 at 143 shares worth $22K. The position accounts for 0.03% of the portfolio, ranked #192.

Mowery & Schoenfeld Wealth Management first reported a position in SAP in Q2 2024 and has held it in 9 quarters since. The position peaked at $43.5K in Q2 2025. 495 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 143 shares of SAP worth $22K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its SAP share count unchanged in Q2 2026.
  • SAP made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in SAP in Q2 2024 and has held it in 9 quarters since.
  • Mowery & Schoenfeld Wealth Management's SAP position peaked at $43.5K in Q2 2025.
  • 495 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.