Physician Wealth Advisors
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Physician Wealth Advisors’s SAP SAP Stock Holding History

Physician Wealth Advisors’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 		$49.2K Buy
236
+65
+38% +$12.6K 0.01% 462
2026
Q2 		$26.4K Sell
171
-16
-9% -$2.73K ﹤0.01% 583
2026
Q1 		$32K Buy
187
+2
+1% +$413 ﹤0.01% 503
2025
Q4 		$44.9K Buy
185
+21
+13% +$5.35K 0.01% 414
2025
Q3 		$43.8K Sell
164
-22
-12% -$6.19K 0.01% 396
2025
Q2 		$56.6K Buy
186
+30
+19% +$8.6K 0.01% 328
2025
Q1 		$41.9K Hold
156
– – 0.01% 362
2024
Q4 		$38.4K Buy
+156
New +$37.1K 0.01% 386

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Coerente Capital Management
Coerente Capital Management Toronto, Ontario, Canada $572M AUM 10.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Physician Wealth Advisors's SAP Position: Q3 2026 in Review

Physician Wealth Advisors increased its SAP (SAP) stake by 38% in Q3 2026, buying an estimated $12.6K and bringing the position to 236 shares worth $49.2K. The position accounts for 0.01% of the portfolio, ranked #462.

Physician Wealth Advisors first reported a position in SAP in Q4 2024 and has held it in 8 quarters since. The position peaked at $56.6K in Q2 2025. 530 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Physician Wealth Advisors held 236 shares of SAP worth $49.2K as of Q3 2026.
  • Physician Wealth Advisors bought 65 SAP shares in Q3 2026, an estimated $12.6K.
  • SAP made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #462 holding.
  • Physician Wealth Advisors first reported a position in SAP in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's SAP position peaked at $56.6K in Q2 2025.
  • 530 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.