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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
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
RP
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. 174 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.
  • 174 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.