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Nvest Wealth Strategies’s SAP SAP Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-3
Closed -$514 – 415
2026
Q1 		$514 Buy
+3
New +$619 ﹤0.01% 282

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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
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
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

Nvest Wealth Strategies's SAP Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of SAP (SAP) in Q2 2026, closing a stake of 3 shares — an estimated $514 sold.

Nvest Wealth Strategies first reported a position in SAP in Q1 2026 and held it in 1 quarter. The position peaked at $514 in Q1 2026. 458 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining SAP position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 3 SAP shares in Q2 2026, an estimated $514.
  • Nvest Wealth Strategies first reported a position in SAP in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's SAP position peaked at $514 in Q1 2026.
  • 458 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.