Provenance Wealth Advisors’s SAP SAP Stock Holding History

Provenance 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	$23K	Hold	149	–	–	﹤0.01%	283
2026 Q1	$25.5K	Hold	149	–	–	﹤0.01%	255
2025 Q4	$36.2K	Hold	149	–	–	﹤0.01%	216
2025 Q3	$39.8K	Hold	149	–	–	0.01%	229
2025 Q2	$45.3K	Hold	149	–	–	0.01%	215
2025 Q1	$40K	Hold	149	–	–	0.01%	233
2024 Q4	$36.7K	Hold	149	–	–	﹤0.01%	237
2024 Q3	$34.1K	Hold	149	–	–	﹤0.01%	255
2024 Q2	$30.1K	Hold	149	–	–	﹤0.01%	238
2024 Q1	$29.1K	Hold	149	–	–	﹤0.01%	254
2023 Q4	$23K	Buy	+149	New	+$21.5K	﹤0.01%	254

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Provenance Wealth Advisors held its SAP (SAP) position steady in Q2 2026 at 149 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Provenance Wealth Advisors first reported a position in SAP in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.3K in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Provenance Wealth Advisors held 149 shares of SAP worth $23K as of Q2 2026.
Provenance Wealth Advisors left its SAP share count unchanged in Q2 2026.
SAP made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #283 holding.
Provenance Wealth Advisors first reported a position in SAP in Q4 2023 and has held it in 11 quarters since.
Provenance Wealth Advisors's SAP position peaked at $45.3K in Q2 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.