Signature Estate & Investment Advisors’s SAP SAP Stock Holding History

Signature Estate & Investment 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	$277K	Buy	1,784 +466	+35%	+$79.5K	0.01%	567
2026 Q1	$226K	Sell	1,318 -562	-30%	-$116K	﹤0.01%	603
2025 Q4	$457K	Sell	1,880 -138	-7%	-$35.2K	0.01%	402
2025 Q3	$539K	Sell	2,018 -85	-4%	-$23.9K	0.01%	372
2025 Q2	$640K	Sell	2,103 -594	-22%	-$170K	0.01%	308
2025 Q1	$724K	Sell	2,697 -270	-9%	-$73.5K	0.02%	271
2024 Q4	$731K	Sell	2,967 -92	-3%	-$21.9K	0.02%	268
2024 Q3	$701K	Buy	3,059 +29	+1%	+$6.17K	0.02%	257
2024 Q2	$611K	Buy	+3,030	New	+$572K	0.02%	264
2018 Q4	–	Sell	-885	Closed	-$109K	–	192
2018 Q3	$109K	Hold	885	–	–	0.01%	147
2018 Q2	$102K	Buy	+885	New	+$99.9K	0.01%	160
2017 Q4	–	Sell	-912	Closed	-$100K	–	165
2017 Q3	$100K	Buy	+912	New	+$96.9K	0.01%	146

Other funds holding SAP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

CAM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Signature Estate & Investment Advisors's SAP Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its SAP (SAP) stake by 35% in Q2 2026, buying an estimated $79.5K and bringing the position to 1,784 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #567.

Signature Estate & Investment Advisors first reported a position in SAP in Q3 2017 and has held it in 12 quarters since. The position peaked at $731K in Q4 2024. 338 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Signature Estate & Investment Advisors held 1,784 shares of SAP worth $277K as of Q2 2026.
Signature Estate & Investment Advisors bought 466 SAP shares in Q2 2026, an estimated $79.5K.
SAP made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #567 holding.
Signature Estate & Investment Advisors first reported a position in SAP in Q3 2017 and has held it in 12 quarters since.
Signature Estate & Investment Advisors's SAP position peaked at $731K in Q4 2024.
338 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.