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 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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Physician Wealth Advisors's SAP Position: Q2 2026 in Review

Physician Wealth Advisors reduced its SAP (SAP) stake by 8.6% in Q2 2026, selling an estimated $2.73K and leaving 171 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Physician Wealth Advisors first reported a position in SAP in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.6K in Q2 2025. 173 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Physician Wealth Advisors held 171 shares of SAP worth $26.4K as of Q2 2026.
Physician Wealth Advisors sold 16 SAP shares in Q2 2026, an estimated $2.73K.
SAP made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #583 holding.
Physician Wealth Advisors first reported a position in SAP in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's SAP position peaked at $56.6K in Q2 2025.
173 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.